Corry Capital Advisors, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 19
- Avg AUM / client
- $106M
- Accounts
- 19
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 19 | $2.0B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cca Life Settlements Fund Iv Icav master | Other Private Fund | Ireland | $610M | 233 |
| Cca Life Settlements Fund Iii Icav master | Other Private Fund | Ireland | $496M | 196 |
| Cca Life Settlements Fund Fcp Sif master | Other Private Fund | Luxembourg | $265M | 55 |
| Cca Black, Lp | Other Private Fund | Delaware | $232M | 37 |
| Cca Life Settlements Fund V Icav master | Other Private Fund | Ireland | $84.5M | 42 |
| Cca Longevity Fund Vi, Lp | Other Private Fund | Delaware | $69.0M | 18 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Plumbers Local Union No. 17 Pension Plan Joint Board Of Trustees Plumbers Local Union No. 17 Pension Plan | 2024 | |
| Washington Dc Cement Masons' Pension Fund Board Of Trustees, Washington Dc Cement Masons' Pension Trust Fund | Columbia, MD | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Corry, William, Paul | Managing Member | Apr 2006 (20y) | 75% or more | |
| Worsley, Michelle, Elaine | Senior Managing Director, Cfo | Mar 2013 (13y) | Less than 5% | |
| Kappel, Zachary, Sterrett | Senior Managing Director, General Counsel | Mar 2015 (11y) | Less than 5% | |
| Alfieri, Denise, Diane | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (6, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cca Life Settlements Fund Iv Icav | Other Private Fund | $610M | $1.0M | 233 |
| Cca Life Settlements Fund Iii Icav | Other Private Fund | $496M | $1.0M | 196 |
| Cca Life Settlements Fund Fcp Sif | Other Private Fund | $265M | $1.0M | 55 |
| Cca Black, Lp | Other Private Fund | $232M | $1.0M | 37 |
| Cca Life Settlements Fund V Icav | Other Private Fund | $84.5M | $5.0M | 42 |
| Cca Longevity Fund Vi, Lp | Other Private Fund | $69.0M | $5.0M | 18 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Plumbers Local Union No. 17 Pension Plan | Joint Board Of Trustees Plumbers Local Union No. 17 Pension Plan | 292 | $45.0M | 04/01/2024 |
| Washington Dc Cement Masons' Pension Fund | Board Of Trustees, Washington Dc Cement Masons' Pension Trust Fund | 162 | $26.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.8 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
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 30, 2026.
View current Form ADV (SEC/IAPD) ↗