Core Alternative Capital, LLC
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
FINTRXOverview
Core Alternative Capital, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2019. The firm focuses on portfolio management services for investment companies and for businesses or institutions, and it charges fees as a percentage of assets under management. Its stated client base is institutional, and it does not identify as an active ESG investor, a pension consultant, or a multi-state adviser. The firm’s profile indicates a clear orientation toward managing public-market portfolios rather than acting as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds2%
Owners & executives
2 of 2John Walsh
Chief Compliance OfficerCRD 3138029
David Pursell
Chief Executive OfficerCRD 2996278
Contacts
1 of 1
Peter Simasek
Portfolio ManagerCRD 5936398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Actify Investor Retirements, LLC
RIAPeachtree Corners, GA
Mason Westbridge Asset Management LLC
RIAPeachtree Corners, GA
Corners Financial Planning, LLC
RIAPeachtree Corners, GA
Retirement Wealth Management, LLC
RIAPeachtree Corners, GA
Resurgent Advisors
RIAAtlanta, GA
Southbridge Advisors, LLC
RIAMarietta, GA