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Core Alpha, Inc.

● SEC registered since 2020CRD 119635SEC# 801-118545Rochester, NY
Export (members)
Reg. AUM
$112.8M
Employees
4
Accounts
761
Location
Rochester, NY

Core Alpha, Inc. assets under management

Core Alpha, Inc. is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 2020. It reports $112.8 million in regulatory assets under management and employs 4 people.

Core Alpha, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Scott John Zollo ControlChief Compliance Officer / Direct OwnerOver 75%2000

Frequently asked questions

How much does Core Alpha, Inc. manage?

Core Alpha, Inc. reports $112.8 million in regulatory assets under management on its Form ADV.

How many employees does Core Alpha, Inc. have?

Core Alpha, Inc. reports 4 employees.

Where is Core Alpha, Inc. located?

Core Alpha, Inc. is based in Rochester, NY and has been SEC-registered since 2020.

Does Core Alpha, Inc. disclose fund performance?

Core Alpha, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1701 Chili Avenue, Rochester, NY 14624
Phone585-235-3600
Fax585-235-3609
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$98.3M
Non-discretionary$14.5M
Total (RAUM)$112.8M