ALPHACENTRIC ADVISORS LLC
Firm details
- Headquarters
- SAN JUAN, PR
- CRD number
- 170679
- Registered since
- April 30, 2014
- Website
- alphacentricfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Alphacentric Advisors LLC is an SEC-registered investment adviser organized as an LLC and registered in 2014. The firm targets institutional clients and charges fees as a percentage of assets under management. Its regulatory and business footprint includes activity as a CPO/CTA and as a portfolio manager for investment companies; FINTRX also flags affiliations with broker-dealers and roles as sponsor, general partner, or managing member of pooled investment vehicles. Alphacentric is not flagged as an active ESG investor and is not recorded as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JERRY SZILAGYI
President, CEOCRD 1156349
Michael Schoonover
Chief Operating OfficerCRD 7201165
ROBERT GLASS
Chief Compliance OfficerCRD 2773736
Contacts
1 of 1MARK KAMIES
Investment AdvisorCRD 3083176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$23.3M in ETFs
98%
$22.8M
0%
$466K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 PURE VALUE ETF (RPV) | Invesco | Passive | Large Value | $2.6M | 23,882 | 11.02% |
Location
SAN JUAN, PR
Location
SAN JUAN, PR
Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 207 Calle del Parque
- Office locations
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