Data / Investment advisers / California / Procore Advisors, LLC
Procore Advisors, LLC, Newport Beach, CA: $144 million AUM, SEC registered investment adviser
Procore Advisors, LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $144 million in regulatory assets under management in its Form ADV filed July 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 289037
- SEC file number
- 801-132902
- SEC status
- Approved, effective June 5, 2025
- Main office
- 23 Corporate Plaza Dr. Suite 150, Newport Beach, CA 92660
- Phone
- (949) 339-2990
- Regulatory AUM
- $143,665,154 in the Form ADV filed July 30, 2026
- Discretionary AUM
- $143,665,154
- Accounts
- 467
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $81.4 million |
| Individuals (other than high net worth individuals) | 194 | $50.3 million |
| Corporations or other businesses | 6 | $11.9 million |
| Pension and profit sharing plans | 1 | $3,422 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $143.7 million | March 27, 2026 |
| December 1, 2025 | $110.9 million | May 30, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Catalyst Wealth Advisors LLC | Newport Beach | $167.2 million | Not listed | adviserinfo.sec.gov |
| Boyer Financial Services, Inc. | Newport Beach | $167 million | Not listed | adviserinfo.sec.gov |
| Fell Capital Management | Newport Beach | $161.8 million | Not listed | adviserinfo.sec.gov |
| Sidoxia Capital Management, LLC | Newport Beach | $149 million | 1 | adviserinfo.sec.gov |
| Tax Efficient Asset Management Solution, Inc. | Newport Beach | $148.3 million | Not listed | adviserinfo.sec.gov |
| Crystal Cove Asset Management | Newport Beach | $135.2 million | Not listed | adviserinfo.sec.gov |
| Banta Asset Management LP | Newport Beach | $128.7 million | Not listed | adviserinfo.sec.gov |
| Pacific Specialty Investment Group, LLC | Newport Beach | $123.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Procore Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.