Acore Capital, Lp
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 175054
· SEC file 801-95178
· New York, NY
· www.linkedin.com
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ADV data as of Apr 13, 2026
- Regulatory AUM
- $18.3B
- Discretionary
- $8.0B
- Clients
- 29
- Avg AUM / client
- $630M
- Accounts
- 29
- Employees
- 121
AUM over time
$0
$20.9B
Dec 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Asset allocation (SMA assets by investment type)
as of Apr 13, 2026
Other
$18.3B
100%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $5.2B | 28.5% |
| Other investment advisers | 1 | $28.5M | 0.16% |
| Insurance companies | 11 | $13.0B | 71.3% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $5.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Acore Credit Partners Ii, Lp master | Real Estate Fund | Delaware | $1.1B | 19 |
| Acore Credit Partners Ii Reit, Inc master | Real Estate Fund | Maryland | $1.1B | 144 |
| Acore Credit Iv Reit, Inc. master | Real Estate Fund | Maryland | $1.0B | 151 |
| Acore Credit Iv, Lp master | Real Estate Fund | Delaware | $1.0B | 26 |
| Ahip Capital, Lp | Real Estate Fund | Delaware | $439M | 5 |
| Acore Capital Special Situations, Lp master | Real Estate Fund | Delaware | $400M | 96 |
| Acore Cre Debt Reit, Inc master | Real Estate Fund | Maryland | $98.7M | 127 |
| Acore Credit Iv (Offshore Master), Lp master | Real Estate Fund | Cayman Islands | $42.0M | 15 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bergman, Stanley, Nelson | Trustee | Jun 2011 (15y) | GP / trustee / elected manager of Robert Rosenkranz 2011 Grandchildren's Trust (indirect) | |
| Dehaan, Warren, Roelof | Ceo And Managing Partner | Apr 2015 (11y) | 5% – 10% | |
| Fellows, Boyd, Williams | Managing Partner | Apr 2015 (11y) | 5% – 10% | |
| Tokarski, Christopher, David | Managing Partner | Apr 2015 (11y) | 5% – 10% | |
| Ward, Perry, Stewart | Managing Partner | May 2015 (11y) | 5% – 10% | |
| Sherman, Donald, Alan | Trustee | Mar 2019 (7y) | GP / trustee / elected manager of Donald A. Sherman Revocable Trust (indirect) | |
| Sherman, Joan, Annette | Trustee | Mar 2019 (7y) | GP / trustee / elected manager of Joan A. Sherman Revocable Trust (indirect) | |
| Taylor, Lawrence, Bruce William | General Counsel | Jul 2021 (5y) | Less than 5% | |
| Kiratsous, Stephan, Arthur | Sole Owner | Aug 2022 (4y) | GP / trustee / elected manager of Sk Acore Holdings, Llc (indirect) | |
| Wilkinson, Michael, Patrick | Chief Financial Officer | May 2024 (2y) | Less than 5% | |
| Kurzweil, David, Aubrey | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Raa Acore Holdings, Llc | Partner | Dec 2019 | A | 10% – 25% |
| Sherman Properties Iii, Llc | Partner | Dec 2022 | A | 10% – 25% |
| Sk Acore Holdings, Llc | Partner | Jan 2023 | A | 10% – 25% |
| Acore Capital Gp, Llc | General Partner Of Registrant | Jan 2015 | A | Less than 5% |
| Robert Rosenkranz Shh Family Trust | Owner | Jul 2013 | B | ≈ 1.41% – 12.5% via Rosenkranz Shh Corp. |
| Robert Rosenkranz Associates Llc | Owner | Dec 2019 | B | ≈ 7.5% – 25% via Raa Acore Holdings, Llc |
| Robert Rosenkranz 2011 Grandchildren's Trust | Owner | Dec 2019 | B | ≈ 3.75% – 18.75% via Robert Rosenkranz Associates Llc |
| Donald A. Sherman Revocable Trust | Owner | Dec 2022 | B | ≈ 5% – 18.75% via Sherman Properties Iii, Llc |
| Joan A. Sherman Revocable Trust | Owner | Dec 2022 | B | ≈ 5% – 18.75% via Sherman Properties Iii, Llc |
| Rosenkranz Shh Corp. | Member | Jul 2013 | B | ≈ 1.88% – 12.5% via Robert Rosenkranz Associates Llc |
| Robert Rosenkranz Nqr 2019 Broadway Trust | Owner | Dec 2019 | B | ≈ 2.5% – 12.5% via Raa Acore Holdings, Llc |
| Pheasant Walk, Inc. | Manager | Dec 2005 | B | GP / trustee / elected manager of Robert Rosenkranz Associates Llc (indirect) |
| Rco Holdings, Llc | Manager | Dec 2019 | B | GP / trustee / elected manager of Raa Acore Holdings, Llc (indirect) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robert Rosenkranz Shh Family Trust: 75% – 100% of Rosenkranz Shh Corp. × 25% – 50% of Robert Rosenkranz Associates Llc × 75% – 100% of Raa Acore Holdings, Llc × 10% – 25% direct ≈ 1.41% – 12.5% of the firm
- Robert Rosenkranz Associates Llc: 75% – 100% of Raa Acore Holdings, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Robert Rosenkranz 2011 Grandchildren's Trust: 50% – 75% of Robert Rosenkranz Associates Llc × 75% – 100% of Raa Acore Holdings, Llc × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Donald A. Sherman Revocable Trust: 50% – 75% of Sherman Properties Iii, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Joan A. Sherman Revocable Trust: 50% – 75% of Sherman Properties Iii, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Rosenkranz Shh Corp.: 25% – 50% of Robert Rosenkranz Associates Llc × 75% – 100% of Raa Acore Holdings, Llc × 10% – 25% direct ≈ 1.88% – 12.5% of the firm
- Robert Rosenkranz Nqr 2019 Broadway Trust: 25% – 50% of Raa Acore Holdings, Llc × 10% – 25% direct ≈ 2.5% – 12.5% 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 (8, $5.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Acore Credit Partners Ii, Lp | Real Estate Fund | $1.1B | $8.0M | 19 |
| Acore Credit Partners Ii Reit, Inc | Real Estate Fund | $1.1B | $8.0M | 144 |
| Acore Credit Iv Reit, Inc. | Real Estate Fund | $1.0B | $1.0M | 151 |
| Acore Credit Iv, Lp | Real Estate Fund | $1.0B | $100K | 26 |
| Ahip Capital, Lp | Real Estate Fund | $439M | $0 | 5 |
| Acore Capital Special Situations, Lp | Real Estate Fund | $400M | $250K | 96 |
| Acore Cre Debt Reit, Inc | Real Estate Fund | $98.7M | $1.0M | 127 |
| Acore Credit Iv (Offshore Master), Lp | Real Estate Fund | $42.0M | $100K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 3.74 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
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: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗