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Adviser Profile

Registration status Registration Changed to CORETRUST INVESTMENT MANAGEMENT LLC
As of Date 02/02/2024
Adviser Type - Large advisory firm
Number of Employees 27
of those in investment advisory functions 11
AUM* 121,755,761
of that, discretionary 121,755,761
Private Fund GAV* 0
Avg Account Size 60,877,881
SMA’s No
Private Funds 0 2
Contact Info 213 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
326M 280M 233M 187M 140M 93M 47M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary