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 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
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 1PETER 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
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