Kore Advisors Lp
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 6
- Avg AUM / client
- $207M
- Accounts
- 9
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $888M | 71.7% |
| Other | Fewer than 5 clients | $351M | 28.3% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $962M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kore Fund Ltd master | Hedge Fund | Cayman Islands | $939M | 16 |
| Kore Partners Series 4, A Series Of Kore Partners Lp | Private Equity Fund | Delaware | $14.0M | 5 |
| Kore Partners Series 2, A Series Of Kore Partners Lp | Private Equity Fund | Delaware | $9.0M | 5 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kosinski, J., Gary | Principal, Chief Investment Officer | Aug 2002 (24y) | Less than 5% | |
| Mallinger, Alec | General Counsel, Cco | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Koz Lllp | Limited Partner | Jun 1997 | A | 75% or more |
| Kore Management Llc | General Partner | Aug 2002 | A | Less than 5% |
| J. Gary Kosinski, Jr. Revocable Trust Dtd 5/21/97, As Amended, J. Gary Kosinski, Trustee | Owner Of Limited Partner | Jun 1997 | B | ≈ 56.25% – 100% via Koz Lllp |
| Koz Lllp | Managing Member | Jun 1997 | B | ≈ 0% – 5% via Kore Management Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- J. Gary Kosinski, Jr. Revocable Trust Dtd 5/21/97, As Amended, J. Gary Kosinski, Trustee: 75% – 100% of Koz Lllp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Koz Lllp: 75% – 100% of Kore Management Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $962M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kore Fund Ltd | Hedge Fund | $939M | $5.0M | 16 |
| Kore Partners Series 4, A Series Of Kore Partners Lp | Private Equity Fund | $14.0M | $0 | 5 |
| Kore Partners Series 2, A Series Of Kore Partners Lp | Private Equity Fund | $9.0M | $0 | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 1.61 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗