ALPHACORE CAPITAL LLC
Total AUM
$9B
Employees
111Clients
3,372Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1200 PROSPECT ST
SUITE 200
LA JOLLA
CA 92037
United States
SUITE 200
LA JOLLA
CA 92037
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
858-875-4100
Other Offices
24
Financials
Total AUM
$9B
Accounts
11,152Discretionary
$8.4B
Accounts
10,634Non-Discretionary
$591.2M
Accounts
518
Clients
Individual Clients
1,423AUM
$638.8M
HNW Individual Clients
1,905AUM
$8.2B
Banking Clients
1AUM
$12.6M
Pooled Vehicle Clients
1AUM
$22.9M
Pension/Profit Sharing Plan Clients
6AUM
$11.1M
Charitable Organization Clients
4AUM
$16.3M
Corporation or Business Clients
32AUM
$141.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
INSTITUTIONAL CONSULTING AND CLIENT SERVICING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.