Corecommodity Management, LLC
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Overview
Corecommodity Management, LLC operates as a financial advisory company located in Stamford, Connecticut. It manages $4.6 billion in assets over 17 customer accounts, making it one of the biggest firms in the nation by assets under management (AUM). Corecommodity Management, LLC has a small team, including 11 financial advisors. Corecommodity Management, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like options, bonds and stocks.
Corecommodity Management, LLC administers all of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments for the client's account without requiring the client's authorization. The investment advisory firm oversees roughly $272.4 million in assets for every account. The typical advisor at Corecommodity Management, LLC oversees about two client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's headquarters is located at 680 Washington Boulevard, Stamford, Connecticut 6901. It is legally allowed to serve clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Corecommodity Management, LLC by the Numbers
$4.6 billion
29
17
$272.4 million
Fee Structure
Fees charged by financial advisors vary depending on the financial services provided. However, fees billed by the company can be comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with investment companies and pooled investment vehicles. Out of its 17 accounts, Corecommodity Management, LLC's largest client type by number of accounts is pooled investment vehicles. About 33% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Corecommodity Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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