Trustcore Financial Services is a fund manager in Brentwood with $2.37 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
621250058
SEC advisor number
801-17538
FINRA CRD number
106522
AUM ?
$2.37 bn
(as of 16 Dec 22)
Accounts
7,758
(as of 16 Dec 22)
Employees
46
(32 investment advisory or research)
Address
Trustcore Financial Services
5314 MARYLAND WAY
SUITE 300
BRENTWOOD
TN 37027-6219
5314 MARYLAND WAY
SUITE 300
BRENTWOOD
TN 37027-6219
Phone
615-377-1177
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Trustcore Financial Services, LLC | $2.37 bn | |
Trustcore Private Opportunities Fund LP | $40.86 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21
13F-HR
Quarterly holdings report by institutional manager
2 Aug 21
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
4 Feb 21
13F-HR
Quarterly holdings report by institutional manager
2 Nov 20