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ALPHACORE CAPITAL LLC

Advisory

N·LA JOLLA, CA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$9.0B

1-Year AUM Growth

+148.2%

3-Year CAGR

+63.1%

Employees

69

Assets Under Management

Total AUM$9.0B

Discretionary AUM$8.4B

Non-Discretionary AUM$591M

Discretionary %93.5%

Total Clients1,942

Team

Total Employees69

Investment Advisers111

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record54

First FilingSep 22, 2016

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 54 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALPHACORE CAPITAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.