COR3 Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,977,418
Clients
9
Advisors
3
of 3 employees
About
COR3 Investment Partners provides discretionary portfolio management to high‑net‑worth individuals and related entities (trusts, estates, charitable foundations, and business entities) and also accepts engagements as a sub‑advisor and non‑discretionary model provider to other registered investment advisers and platform sponsors. The firm’s client roster is concentrated in high‑net‑worth clients and does not include retail individual clients who are not high net worth.
The firm follows a research‑driven, fundamental equity approach, running a concentrated U.S. small‑ and mid‑cap strategy with a quality‑and‑value orientation, multi‑year holding periods, and explicit downside stress‑testing designed to limit permanent loss of capital. COR3 manages separately managed accounts under the COR3 Equity Strategy and retains the flexibility to hold cash, passive instruments, or other security types when its analysis indicates a better risk/return profile.
Compared with peers, COR3 is unusual in publicly presenting both hypothetical performance projections and published performance results while operating as a small adviser (three principals and roughly $14.4 million in discretionary assets). The firm also recently added model‑delivery arrangements that provide portfolio recommendations to unaffiliated advisers and platform sponsors — a service model and client mix that is uncommon for supported firms of its size.
Client services
Expertise
Fee options
1.00% annually
Main office
NW Sandy Springs GA
Advisors at this office
3
Most active in
Georgia · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jessie M
CFA®
NW Sandy Springs, GA
COR3 Investment Partners, LLC
Jessie Magee is a CFA® charterholder with three years of industry experience, currently serving as an advisor at COR3 Investment Partners, LLC. Prior to joining COR3, Magee spent 15 years at EARNEST Partners, LLC. COR3 Investment Partners provides discretionary portfolio management primarily to high-net-worth individuals and related entities, employing a research-driven, fundamental equity approach focused on U.S. small- and mid-cap stocks with a quality- and value-oriented strategy. The firm also offers sub-advisory and model delivery services to other advisers and platform sponsors.
Eda D
Series 63, Series 65
NW Sandy Springs, GA
COR3 Investment Partners, LLC
Eda Driver Owen is a financial advisor at COR3 Investment Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 credentials and has held management responsibilities at Metro Logics, a third-party logistics firm. Outside of her advisory role, she has been involved with Calvary Episcopal Church in various capacities. COR3 Investment Partners provides discretionary portfolio management to high-net-worth individuals and related entities, focusing on a research-driven, fundamental equity approach with an emphasis on U.S. small- and mid-cap stocks. The firm also offers sub-advisory and model delivery services to other advisers and platform sponsors.
John O
Series 63, Series 65
NW Sandy Springs, GA
COR3 Investment Partners, LLC
John Owen Jr. is a financial advisor at COR3 Investment Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ALPS Distributors, Inc., Southeastern Asset Management, and DeMarche. Outside of his advisory work, he has an interest in real estate research through his involvement with Affinity Ventures. COR3 Investment Partners provides discretionary portfolio management primarily to high-net-worth individuals and related entities. The firm employs a research-driven, fundamental equity approach focused on small- and mid-cap U.S. companies, emphasizing quality and value with multi-year holding periods and downside risk controls.
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