Loancore Capital Credit Advisor LLC
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Overview
Loancore Capital Credit Advisor LLC operates as a financial advisory firm headquartered in Greenwich, Connecticut. The firm handles $9.6 billion in assets over two accounts, placing it among the largest firms in the country by assets under management (AUM). Loancore Capital Credit Advisor LLC has an average-sized team, including 37 financial advisors. Loancore Capital Credit Advisor LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like options, bonds and equities.
Loancore Capital Credit Advisor LLC administers zero of its client assets on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by a portfolio manager without requiring the customer's consent. Loancore Capital Credit Advisor LLC also has two non-discretionary accounts totaling $9.6 billion in assets. The company's typical account size is $4.8 billion. The typical financial advisor at Loancore Capital Credit Advisor LLC oversees fewer than one client account, making it one of the most personalized firms in the country.
The company's main office is at 55 Railroad Ave, Greenwich, Connecticut 6830. It is registered to serve clients throughout a number of states, including California, Connecticut, Florida, Georgia and Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Loancore Capital Credit Advisor LLC by the Numbers
$9.6 billion
44
2
$4.8 billion
Fee Structure
Fees charged by financial advisors usually depend on the type of financial services provided. Fee types charged by Loancore Capital Credit Advisor LLC can be comprised of some combination of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its two accounts, Loancore Capital Credit Advisor LLC's largest client type is pooled investment vehicles. None of its accounts reside abroad.
- 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
Loancore Capital Credit Advisor LLC does not have any disclosures.
Please visit its Form ADV for more details.
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