Stratacore Capital Management LLC

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Assets, Funds, Holdings

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Stratacore Capital Management LLC
CRD #171163
SEC #801-119277
CIK #
AUM $68.9 MM (2024-02-05)
Employees 2 (100% Investors, 0% Brokers)
Phone646-846-6500
Address57 W 8th Street
New York, NY 10011
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
907254361802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 55 17.8
(b) Individuals (high net worth individuals) 32 31.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 0.3
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 18.9
(n) Other 0 0.0
Total 89 68.9
By Discretionary
Discretionary 2 1.2
Non-Discretionary 87 67.7
Total 89 68.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 68.9
Total 89 68.9
Comparable Firms State AUM ($BB)
V&V Management Group Corporation
NY 0.1
Genesis Asset Management Group Inc
NY 0.1
Reynolds Capital Management LLC
NV 0.1
Winthrop Partners - WPA LLC
NY 0.1
St James Investment Advisors LLC
NY 0.1
Opportunus Wealth Management LLC
WA 0.1
Royale Asset Management LLC
NY 0.1
Integrated Planning & Wealth Management LLC
IN 0.1
Weatherhelm Capital Management LLC
NY 0.1
Lake Road Advisors LLC
NY 0.1
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