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| Core Alpha Inc
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|---|---|
| CRD # | 119635 |
| SEC # | 801-118545 |
| CIK # | |
| AUM | $112.8 M (2025-06-25) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 585-235-3600 |
| Address | 1701 Chili Avenue Rochester, NY 14624 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 303 | 112.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 761 | 112.8 |
| By Discretionary | ||
| Discretionary | 698 | 98.3 |
| Non-Discretionary | 63 | 14.5 |
| Total | 761 | 112.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.8 | |
| Total | 761 | 112.8 |
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|---|---|---|
|
Seven Hills Capital Advisors LLC
✚
|
OH | 0.1 |
|
Cantlon Financial Planning LLC
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|
0.1 | |
|
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FL | 0.1 |
|
Investment Office Resources LLC
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E-Wealth Partners LLC
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|
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Prosper Private Wealth LLC
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|
AZ | 0.1 |
|
A J Feldman Financial LLC
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|
0.1 | |
|
Montchanin Asset Management LLC
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|
DE | 0.1 |
|
Fortis Private Wealth Advisors LLC
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|
FL | 0.1 |