Loancore Advisors, LLC (Greenwich)

Loancore Advisors, LLC is an adviser based in Greenwich. It manages $2 of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.

Loancore Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Loancore Advisors: assets under management

The assets under management (AUM) of Loancore Advisors, LLC is $2, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2 in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Loancore Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Loancore Advisors, LLC

Jordan Joseph Bock has served as the Chief Investment Officer since 1 Oct 2012. Charles James Daly joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Lawrence Finerman	Chairman, chief executive officer and president	1 Jun 2008	Other	2361756
Christopher George Mccormack	Chief financial officer	1 Jul 2008	Other	2709359
Gary A Berkman	Chief credit officer	1 Nov 2008	Other	4565932
Jordan Joseph Bock	Chief investment officer	1 Oct 2012	Other	6505098
Daniel Herbert Bennett	Head of capital markets	1 May 2014	Other	4969984
Llc Loancore Capital	Managing member	1 Jan 2015	75% - 100%	163171
Charles James Daly	Chief compliance officer	1 May 2015	Other	5259860

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Grooper Llc	Managing member	1 Jun 2008	75% - 100%	46-1692949
Mark Lawrence Finerman	Member	1 Jul 2008	75% - 100%	2361756

Based in Greenwich

The principal office where Loancore Advisors, LLC performs its advisory services is located at 55 Railroad Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-861-6000 or by fax 203-861-6006. The normal business hours are 9am-5pm on Monday - Friday.