KORE PRIVATE WEALTH, LLC
CRD #294547 SEC #801-113082 NEW YORK, NY 212-321-4220
SEC Registered Private Funds
Total AUM
$5.1B
Discretionary
$5.1B
Employees
27
Clients
251
Accounts
5,836
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $5.1B | $5.1B | $0 | 27 | 0 |
| Jan 2023 | $5.1B | $5.1B | $0 | 27 | 0 |
| Dec 2022 | $5.1B | $5.1B | $0 | 27 | 0 |
| Apr 2022 | $5.1B | $5.1B | $0 | 27 | 0 |
| Mar 2022 | $5.1B | $5.1B | $0 | 27 | 0 |
| Jan 2022 | $4.2B | $4.2B | $0 | 21 | 0 |
| Apr 2021 | $4.2B | $4.2B | $0 | 21 | 0 |
| Mar 2021 | $4.2B | $4.2B | $0 | 21 | 0 |
| Nov 2020 | $3.6B | $3.6B | $0 | 17 | 1 |
| Jun 2020 | $3.6B | $3.6B | $0 | 17 | 1 |
| Mar 2020 | $3.6B | $3.6B | $0 | 17 | 1 |
| Nov 2019 | $2.8B | $2.8B | $0 | 17 | 0 |
| May 2019 | $2.8B | $2.8B | $0 | 17 | 0 |
| Mar 2019 | $2.8B | $2.8B | $0 | 17 | 0 |
| Oct 2018 | $2.4B | $2.3B | $105.4M | 11 | 0 |
| Aug 2018 | $2.4B | $2.3B | $105.4M | 11 | 0 |
| Jun 2018 | $0 | $0 | $0 | 11 | 0 |
| May 2018 | $0 | $0 | $0 | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
DateMar 2023
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees27
Clients0
DateJan 2023
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees27
Clients0
DateDec 2022
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees27
Clients0
DateApr 2022
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees27
Clients0
DateMar 2022
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees27
Clients0
DateJan 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees21
Clients0
DateApr 2021
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees21
Clients0
DateMar 2021
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees21
Clients0
DateNov 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees17
Clients1
DateJun 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees17
Clients1
DateMar 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees17
Clients1
DateNov 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees17
Clients0
DateMay 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees17
Clients0
DateOct 2018
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$105.4M
Employees11
Clients0
DateAug 2018
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$105.4M
Employees11
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0