PROCORE ADVISORS, LLC
CRD #289037 SEC #801-132902 NEWPORT BEACH, CA 949-339-2990
SEC Registered
Total AUM
$110.9M
Discretionary
$105.9M
Employees
5
Clients
10
Accounts
402
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGUILAR, MARK, ANTHONY | I | MANAGING MEMBER AND CHIEF OPERATIONS OFFICER | C | Control |
| AGUILAR, MARK, ANTHONY | I | MANAGING MEMBER AND CHIEF OPERATIONS OFFICER | C | Control |
| HICOK, DAVID, KENNETH | I | MANAGING MEMBER & CHIEF GROWTH OFFICER | C | Control |
| HICOK, DAVID, KENNETH | I | MANAGING MEMBER & CHIEF GROWTH OFFICER | C | Control |
| WARD, BRYAN, DAVID | I | MANAGING MEMBER CHIEF INVESTMENT OFFICER | C | Control |
| WARD, BRYAN, DAVID | I | MANAGING MEMBER CHIEF INVESTMENT OFFICER | C | Control |
| WARD-AGUILAR, KEYTHE, ELIZABETH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| WARD-AGUILAR, KEYTHE, ELIZABETH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
May 30, 2025 REGISTERED
Notice Filings (3)
CA OR TX
Address
1101 DOVE STREETSUITE 100
NEWPORT BEACH, CA 92660
United States
Phone: 949-339-2990