{"url":"https://nivawealth.com/firms/acore-capital-175054","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/175054","regulatoryAum":18271945621,"crd":"175054","secFileNumber":"801-95178","legalName":"Acore Capital, LP","displayName":"Acore Capital","website":"http://www.acorecapital.com","linkedinUrl":"https://www.linkedin.com/company/acore-capital/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"1177 Avenue of the Americas, Suite 0200","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10036"},"tradeNames":[],"registration":{"secApproved":"22 April 2015","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":121,"advisory":70,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":8006963727,"discretionaryAccounts":19,"nonDiscretionary":10264981894,"nonDiscretionaryAccounts":10,"wrapProgram":null,"nonUsClientsPct":10,"nonAumClients":1},"clientTypes":[{"label":"Pooled investment vehicles","clients":17,"regulatoryAum":5216395125},{"label":"Other investment advisers","clients":1,"regulatoryAum":28521764},{"label":"Insurance companies","clients":11,"regulatoryAum":13027028732}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Acore Capital has custody of $5.22B for 17 clients.","otherCustodians":[],"leadership":[{"name":"Michael Wilkinson","title":"Chief Financial Officer","crd":"6239084"},{"name":"David Kurzweil","title":"Chief Compliance Officer","crd":"2379035"},{"name":"Warren Dehaan","title":"CEO and Managing Partner","crd":"2909443"},{"name":"Boyd Fellows","title":"COO and Managing Partner","crd":"1850036"},{"name":"Lawrence Taylor","title":"General Counsel","crd":"7531448"},{"name":"Christopher Tokarski","title":"Managing Partner","crd":"2579837"},{"name":"Perry Ward","title":"Managing Partner","crd":"1486553"}],"ownership":[{"label":"Boyd Fellows","detail":"Coo and managing partner in the 5% to 10% ownership band and a control person, since April 2015."},{"label":"Warren Dehaan","detail":"Ceo and managing partner in the 5% to 10% ownership band and a control person, since April 2015."},{"label":"Delphi Financial Group, Inc.","detail":"Owner in the 75% or more ownership band and a control person, since February 2026."},{"label":"Tokio Marine & Nichido Fire Insurance Company","detail":"Indirect owner: a owner of Delphi Financial Group, Inc. in the 75% or more band and a control person, since February 2026.","parent":"Delphi Financial Group, Inc."},{"label":"Tokio Marine Holdings Inc","detail":"Indirect owner: a owner of Tokio Marine & Nichido Fire Insurance Company in the 75% or more band and a control person, since February 2026.","parent":"Tokio Marine & Nichido Fire Insurance Company"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"11601 Wilshire Boulevard","city":"Los Angeles"},{"street":"39 Mesa Street","city":"San Francisco"}]},{"state":"Florida","offices":1,"addresses":[{"street":"2982 Grand Avenue","city":"Miami"}]},{"state":"New York","offices":1,"addresses":[{"street":"1177 Avenue of the Americas, Suite 0200","city":"New York","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"Sterling Plaza","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-235-1280","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Other","percent":100,"detail":"Commercial Real Estate Loans and Securites and Other Commerical Real Estate Investments"}],"privateFunds":11},"sources":{"adv1FilingDate":"13 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/175054/PDF/175054.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Acore Capital have?","answer":"Acore Capital has 29 clients and manages $18.3 billion for them, as of April 2026. They include 17 pooled investment vehicles, 11 insurance companies and 1 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Acore Capital offer?","answer":"Acore Capital provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Acore Capital have?","answer":"Acore Capital has 0 investment adviser representatives registered with state securities authorities, out of 121 employees, and 70 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Acore Capital invest in?","answer":"At the end of its last fiscal year, Acore Capital’s separately managed accounts held 100% commercial real estate loans and securites and other commerical real estate investments. It advises 11 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Acore Capital?","answer":"Acore Capital is owned through a chain of holding companies by Tokio Marine Holdings Inc. Its direct owners are Boyd Fellows (5% to 10%), Warren Dehaan (5% to 10%) and Delphi Financial Group, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Acore Capital get paid?","answer":"Acore Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}