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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 1, 2023
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JINDAL, VIVEK | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JINDAL, VIVEK | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JINDAL, VIVEK | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JINDAL, VIVEK | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JINDAL, VIVEK | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, A | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, ALEXANDRA | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| PRAVDA, LEIGH, ALEXANDRA | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| ATTERMANN, ROBERT, (NO MIDDLE INITIAL) | I | MANAGING MEMBER | E | Control |
| ATTERMANN, ROBERT, (NO MIDDLE INITIAL) | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ATTERMANN, ROBERT, (NO MIDDLE INITIAL) | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CI PRIVATE WEALTH LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH LLC | DE | OWNER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KORE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| Katz, Adam, H | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| RINALDI, ANDREW, NEIL | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| Sowers, Jennie, F | I | KORE HOLDINGS, LLC | F | |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC | E | Control |
| CI PRIVATE WEALTH US, LLC | DE | CI PRIVATE WEALTH LLC | E | Control |
| CI PRIVATE WEALTH US, LLC | DE | CI PRIVATE WEALTH LLC | E | Control |
| CI US HOLDINGS, INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, INC | DE | CIPW HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CIPW TOPCO, LLC | E | Control |
| CI US, LLC | DE | CIPW TOPCO, LLC | E | Control |
| CI US, LLC | DE | CIPW TOPCO, LLC | E | Control |
| CIPW HOLDINGS, LLC | DE | CI PRIVATE WEALTH LLC | E | Control |
| CIPW TOPCO, LLC | DE | CI PRIVATE WEALTH US, LLC | E | Control |
| CIPW TOPCO, LLC | DE | CI PRIVATE WEALTH US, LLC | E | Control |
| CIPW TOPCO, LLC | DE | CIPW HOLDINGS, LLC | E | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| BODNER, ERIC, SCOTT | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
| SAX, BENJAMIN, STEPHEN | I | KORE HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 1, 2023 REGISTERED
Notice Filings (11)
CA CO CT FL IL MA NJ NY PA TN TX
Address
330 MADISON AVE.29TH FLOOR
NEW YORK, NY 10017
United States
Phone: 212-321-4220