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Stratacore Capital Management, LLC (New York)


Stratacore Capital Management, LLC is an adviser based in New York. It manages $15 million of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.

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Stratacore Capital Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stratacore Capital Management: assets under management

The assets under management (AUM) of Stratacore Capital Management, LLC is $15 million. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts and $14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $126.13 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stratacore Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mikael Larsson Member 1 Feb 2014 25% - 50% 6170304
Robert J Desalvo Member 1 Feb 2014 50% - 75% 4684246
Alice Globus President/owner 1 Feb 2014 75% - 100% 5867561

Based in New York

The principal office where Stratacore Capital Management, LLC performs its advisory services is located at 349 5 Th Avenue, New York, NY 10016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-846-6500 or by fax 917-338-4436. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at stratacore.net.


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