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Alphacore Capital LLC

● SEC registered since 2016CRD 174346SEC# 801-108468La Jolla, CA
Export (members)
Reg. AUM
$12.96B
Employees
124
Accounts
13,477
Location
La Jolla, CA

Alphacore Capital LLC assets under management

Alphacore Capital LLC operates as an SEC-registered investment adviser based in La Jolla, CA. The firm has been registered since 2016. It reports $13 billion in regulatory assets under management and employs 124 people.

Alphacore Capital LLC owners & executives

10 reported
NameTitleOwnershipSince
Alphacore Companies LLC ControlManaging MemberOver 75%2025
Brian Leonard Habas ControlChief Operating OfficerUnder 5%2024
Eric Matthew Gerster ControlChief Investment OfficerUnder 5%2025
Natalie Theresa Roberts ControlChief Compliance OfficerUnder 5%2025
Richard Gerard Pfister ControlChief Executive Officer, President, Managing MemberUnder 5%2014
Callan Capital LLC ControlManager2025
Constellation Wealth Capital Fund, L.P. ControlMemberOver 75%2023
Cwc Genesis Investor, LLC ControlManager25-50%2025
Richard Gerard Pfister ControlManager2025
Temperance Wealth Partners LP ControlManager2025

Frequently asked questions

How much does Alphacore Capital LLC manage?

Alphacore Capital LLC reports $13 billion in regulatory assets under management on its Form ADV.

How many employees does Alphacore Capital LLC have?

Alphacore Capital LLC reports 124 employees.

Where is Alphacore Capital LLC located?

Alphacore Capital LLC is based in La Jolla, CA and has been SEC-registered since 2016.

Does Alphacore Capital LLC disclose fund performance?

Alphacore Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1200 Prospect St, Suite 200, La Jolla, CA 92037
Phone858-875-4100
Office hours7:30 a.m. - 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$12.96B▲ 431%
Jan '25 — $2.44BFeb '25 — $2.44BMar '25 — $3BApr '25 — $3BMay '25 — $6.06BJun '25 — $6.06BJul '25 — $6.06BAug '25 — $6.06BSep '25 — $6.06BOct '25 — $6.06BNov '25 — $6.06BDec '25 — $6.06BJan '26 — $6.06BFeb '26 — $9.03BMar '26 — $9.03BApr '26 — $9.03BMay '26 — $9.03BJun '26 — $9.03BJul '26 — $9.03BAug '26 — $12.96B
Jan '25Form ADV, monthlyAug '26

How this firm compares

Regulatory AUMTop 7%
Larger than 93% of 16,340 advisers
EmployeesTop 6%
More than 94% of 16,820 advisers

Assets under management

$12.96Bregulatory AUM
Discretionary $12.37BNon-discretionary $592.6M