Private Fund Compliance

Ensuring compliance, Empowering success.

We provide custom compliance solutions to private fund managers and other specialized wealth firms.
Our services

Compliance Solutions

We design a customized package of service for each client based on their needs. We consider each firm’s size, type of business, registration status, risks, conflicts, culture, people, and preferences.

Specialized compliance services representing over $60 billion in AUM.

Kimberly Garber

CEO & Founder

Our Values

The foundational culture of core can be summed up in three key traits:


Anticipating client needs rather than simply responding to requests.


Engaging actively with clients for a deeper understanding of their business.


Providing specific private fund compliance expertise clients can depend on.

Our Mission

Our mission is to help our clients succeed in a competitive market by providing customized compliance solutions that fit each client’s evolving needs. Our goal is to make compliance a core competency for our clients, resulting in:

Better ODD results

More confident LPs

Lower litigation risk

Better SEC exam result


What Our Clients Are Saying?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Vel facilisis volutpat est velit egestas. Nunc scelerisque viverra mauris in aliquam sem fringilla ut.”
Jonathan J. Smith

Director of Operations

Let's Connect!

We would love to hear from you!