CORE AND VALUE ADVISORS, LLC
San Francisco, United States · CRD 156093
SEC-registered investment adviser since 2011 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$21.2bn
- Main clients (by assets)Private funds 76%, State and local governments 17%, Pension plans 6%
- Private funds2 · $397.5m gross assets
- Form ADV · 2026-06-30SEC adviser record
- Kindreal estate
- Others nearbySan Francisco, CA, Atlanta, GA, Chicago, IL, Denver, CO, Plano, TX
- FamilySTOCKBRIDGE CAPITAL GROUP, LLC · 2 related pages · largest: STOCKBRIDGE CAPITAL GROUP, LLC
As an employer
- Staff (Form ADV)161 · 77 in investment roles
- Offices in1 country
- Private fundsreal estate 1, other private 1
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| San Francisco, CA (main office)United States | about 24 |
| Atlanta, GAUnited States | 33 |
| Chicago, ILUnited States | 17 |
| Denver, COUnited States | 3 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.