CORE ALTERNATIVE CAPITAL, LLC

RIASEC RegisteredEst. 2019
Total AUM
$354M
Discretionary
$354M
100% of AUM
Avg account
$1M
Accounts
348
Employees
4
Advisory reps
3

Firm details

Headquarters
PEACHTREE CORNERS, Georgia
CRD number
302011
Registered since
May 15, 2019
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers81.07%
  • Investment Companies18.93%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Core Alternative Capital, LLC is an institutional-focused RIA that concentrates on equity-driven portfolio management for investment companies and institutional business clients. The firm runs discretionary mandates and charges fees as a percentage of assets under management. Its reported activity shows a strong tilt toward exchange-traded equities, indicating a preference for liquid, publicly listed instruments as the core building blocks of client portfolios. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. Core Alternative Capital’s advisory services are oriented toward managing portfolios on behalf of other investment vehicles and institutional entities, rather than retail households. That institutional orientation appears in the small number of large clients and a portfolio construction style that favors traded equities and pooled vehicles for supplemental exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 4%, Public Funds/Mutual Funds 2%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents4%
  • Public Funds/Mutual Funds2%

Owners & executives

2 of 2
  • JOHN WALSH

    Chief Compliance OfficerCRD 3138029

  • DAVID PURSELL

    Chief Executive OfficerCRD 2996278

Contacts

1 of 1
  • PETER SIMASEK

    Portfolio ManagerCRD 5936398

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

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Location

Primary office

PEACHTREE CORNERS, GA

GWINNETT

Location

PEACHTREE CORNERS, GA

Headquartered in PEACHTREE CORNERS, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
GWINNETT
Address
3930 E Jones Bridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth