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:
Proactive
Anticipating client needs rather than simply responding to requests.
High-Touch
Engaging actively with clients for a deeper understanding of their business.
Expertise
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
Testimonials
What Our Clients Are Saying?
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Jonathan J. Smith
Director of Operations
