CORE AND VALUE ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$21,182,465,922
Discretionary
$12,825,172,912
Non-discretionary
$8,357,293,010
Firm details
- CRD number
- 156093
- SEC file number
- 801-72087
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 161
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based Other
As of October 2026.