Core Capital Management and Research is a family office - multi based in Houston, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
At Core Capital Management and Research, we work with discerning individual investors to develop a strategy tailored specifically to you. At Core Capital Management and Research, we partner with you to understand your short and long-term investment goals, your income, savings and spending needs, and your ability to tolerate risk in the market. We put our decades of experience to work to create an individualized portfolio in line with all of your goals. As we continue to manage your account, we provide you with concierge-style service and help you maintain discipline and objectivity in all of your investment decisions. At Core Capital Management & Research we manage: Individual and Joint Accounts Retirement Accounts & IRA Rollovers Trust funds Family offices Institutions and businesses Charitable organizations Foundations Endowments Company retirement plans/401(k)
Investment types: Philanthropy, Joint Venture/Partner
Sectors & themes: Travel Accommodations & Tourism, Endowment Fund, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Diversified Finance Consulting, Retirement Planning, Multi-Asset Investing, Investment Management, Faith-Based Investing, ESG & Sustainability, Concierge Services, Fund of Funds, Capital Markets, Charitable Investments High-Level Sectors, Tourism & Hospitality, Non-Profit, Finance, Financial Services, Traditional Investments (Liquid Assets), Values-Based Investing
Preferred geographies: United States
Location: 3401 Allen Parkway\nSuite 101\nHouston\nTexas\n77019\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.