Corry Capital Advisors

What Corry Capital Advisors does

Corry Capital Advisors (CCA) is a US-based, vertically integrated investment adviser founded in 2007 by William Corry and headquartered in Vero Beach, Florida. The firm specializes exclusively in institutional life settlement asset class management, deploying capital into diversified portfolios of in-force, non-variable, non-contestable individual life insurance policies on behalf of institutional investors seeking returns uncorrelated to traditional equity and fixed-income markets. CCA holds SEC registration under the Investment Advisers Act of 1940 (CRD 165403), operates offices in New York, Pittsburgh, London, and Dublin, and serves pension plans, insurance companies, university endowments, foundations, sovereign wealth funds, and family offices.

The firm's operating model is built on vertical integration. Through wholly-owned subsidiary SLG Life Settlements, a licensed life settlement provider authorized in 43 US states, CCA sources and purchases policies directly, eliminating intermediary fees and giving the firm capacity to review approximately $1 billion in death benefit per month. Investment decisions are driven by a proprietary 46-point due diligence checklist, a premium optimization engine, and a continuous insured tracking and life expectancy monitoring system that produces dynamic actuarial updates beyond initial underwriting. Cumulative execution includes 2,100+ procured policies with more than $6.5 billion in face amount purchased, and the firm evaluates approximately $6.4 billion in death benefit annually.

Revenue is generated through management fees — and potentially performance fees — charged against privately offered pooled investment vehicles serving institutional clients. Current institutional funds are closed to new investment, reflecting capacity discipline rather than demand shortfall. Industry positioning is reinforced through William Corry's chairmanship of both the European Life Settlements Association (ELSA) and the Institutional Longevity Markets Association (ILMA), which provides CCA with outsized visibility and influence over institutional investor education and transaction standard-setting, including the Master Agreement for Tertiary Transactions (MATT).

Name

Corry Capital Advisors

Legal name

Corry Capital Advisors, LLC

Website

https://corrycapital.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Corry Capital Advisors is a US-based, SEC-registered investment adviser founded in 2007 that manages institutional life settlement portfolios, deploying capital into diversified pools of non-contestable life insurance policies on behalf of pension plans, endowments, sovereign wealth funds, and family offices.

Ownership category

akta.pro rank

Product category

Life Settlement Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Insurance General Accounts (Institutional Asset Owners) (FSAAAGAG)

Keywords

• Life settlement investments
• Institutional asset management
• Alternative investment management
• Insurance policy portfolios
• Mortality-based investments

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory and Management Fees: CCA, registered as an investment adviser under the Investment Advisers Act of 1940, provides investment management services to privately offered pooled investment vehicles (institutional life settlement funds). Revenue is generated through management fees and potentially performance fees charged to fund investors.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Corry Capital Advisors provides investment management services for privately offered pooled investment vehicles (institutional life settlement funds) that invest in diversified portfolios of in-force, non-variable individual life insurance policies. The firm targets institutional investors seeking uncorrelated returns through direct policy acquisition, proprietary due diligence, premium optimization, and ongoing insured tracking, vertically integrated through wholly-owned licensed life settlement provider SLG Life Settlements.

Product overview

Corry Capital Advisors (CCA) is a vertically integrated investment management firm that offers a single core product: institutional life settlement fund management. The firm specializes in acquiring and managing diversified portfolios of in-force, non-contestable individual life insurance policies, providing institutional investors with non-correlated returns independent of market trends. CCA's vertically integrated approach includes direct policy purchasing through subsidiary life settlement providers (SLG), premium optimization, in-house servicing, and comprehensive risk mitigation.

Differentiator

Problem solved

Functional benefit

Products and services

• Institutional Life Settlement Funds Diversified portfolios of in-force, non-variable individual life insurance policies offered to institutional investors including pension plans, foundations, endowments, sovereign wealth funds, and family offices seeking non-correlated returns independent of market trends. Current institutional funds are closed to new investment.
• Life Settlement Investment Management Services Investment management services for institutional clients seeking uncorrelated returns through investments in non-contestable life insurance policies, delivered via a proprietary 46-point due diligence checklist, premium optimization engine, and continuous insured tracking and life expectancy monitoring system.

Quantifiable outcome

• 2,100+ policies procured with over $6.5B+ face amount
• +2 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• SLG Life SettlementscoreOEM/ Whitelabel/ Licensing Partner · 1 January 2007SLG Life Settlements is a licensed life settlement provider owned by Corry Capital Advisors. This vertical integration allows CCA to purchase insurance policies directly using SLG's state licenses, reducing intermediary fees. SLG sources policies for CCA's portfolio, enabling the firm to have dedicated sourcing capability, more thorough due diligence, and streamlined policy acquisition and management.
• European Life Settlement Association (ELSA)coreStrategic or Co-development PartnerBill Corry, CEO of Corry Capital Advisors, serves as current Chairman of ELSA, the leading European industry group promoting the life settlement industry to institutional end investors. ELSA promotes best practices, publishes investor education materials, and runs the Life ILS Conference. CCA contributes to ELSA's industry initiatives and helps shape industry standards including the Master Agreement for Tertiary Transactions (MATT).
• Institutional Longevity Markets Association (ILMA)minorStrategic or Co-development PartnerBill Corry, CEO of Corry Capital Advisors, serves as current Chairman of ILMA, a trade association comprised of the world's leading institutional investors and intermediaries in the mortality and longevity marketplace.
• ConningminorStrategic or Co-development PartnerConning is an insurance asset management firm that partnered with ELSA to publish 'Unlocking Value: Insights into Life Settlement Investment Trends.' This report surveyed 156 institutional investors on their attitudes toward the life settlement asset class. Bill Corry, as ELSA Chair, contributed commentary to the report.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Wilton Re: US life reinsurance and life settlement operator serving institutional capital. Competes with CCA in mortality-linked institutional investing, though at significantly larger scale and broader scope.
• Conning: Insurance-focused asset manager that co-publishes ELSA/Conning life settlement investor research with CCA. Operates as a broader insurance asset management incumbent with overlap in the institutional life settlement segment.
• Resolution Life: Large global life insurance consolidation specialist with material exposure to mortality-linked and life-settlement-adjacent assets. Comparable as an institutional-scale player in the life insurance/mortality investing ecosystem.

Direct peers

• Life Equity: Long-standing life settlement investment manager; CCA's own premium optimization lead joined from Life Equity in 2017. Provides competing pooled life settlement investment vehicles to institutional investors.
• Abacus Life: Publicly listed life settlement and structured settlement originator and asset manager serving institutional capital. Directly comparable to CCA in product structure (pooled life settlement vehicles) and target institutional investors.
• Magna Life Settlements: Specialist life settlement provider and portfolio manager serving institutional and high-net-worth clients. Closely comparable to CCA in policy sourcing, due diligence, and managed-portfolio distribution.
• Ashar Group: Life settlement investment manager offering pooled funds to institutional investors. Directly comparable to CCA's product offering in the non-contestable life insurance asset class with similar investor base.
• Mansky Capital: Specialized life settlement investment manager building institutional portfolios of life insurance policies. Competes directly with CCA for non-correlated alternative allocations from pensions, endowments, and family offices.
• Coventry First: One of the largest US life settlement providers and a direct competitor to CCA, sourcing and managing institutional life insurance portfolios across multiple states. Operates in the same non-contestable life settlement space targeting similar institutional investors.

Emerging players

• 1895 Financial: Specialist life settlement investment manager offering institutional vehicles. Niche competitor to CCA in the same non-contestable life insurance asset class, with a smaller, focused footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Corry Capital Advisors