Firm profile

KORE ADVISORS LP

BOYNTON BEACH, FLCRD 159663Latest ADV March 28, 2026

Kore Advisors LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Boynton Beach, FL. Its latest Form ADV filing, dated March 28, 2026, reports $1.2B in regulatory assets under management, 15 employees, and 9 accounts.

Assets Under Management
$1.2B
Employees
15
Offices
--
Total Clients
6
Primary office
BOYNTON BEACH, FL
1501 CORPORATE DRIVE, STE 120, BOYNTON BEACH, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOTrisha Low
CIODavid Kessler
CIOJ. G. Kosinski

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6
Categories with <5 clients
SEPARATELY MANAGED ACCOUNT<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of March 28, 2026
Discretionary98.7%
$1.2B
99% of total RAUM98.7%
Non-discretionary1.3%
$16M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.2B
Total Accounts9
10Y AUM Change$-259M (-17.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee0:1
10Y Employee Change+2 (+15.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.