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Alphacentric Advisors LLC

● SEC registered since 2014CRD 170679SEC# 801-79616San Juan, PR
Export (members)
Reg. AUM
$433.1M
Employees
11
Accounts
6
Location
San Juan, PR

Alphacentric Advisors LLC assets under management

Alphacentric Advisors LLC is a registered investment adviser overseen by the SEC based in San Juan, PR. The firm has been registered since 2014. It reports $433.1 million in regulatory assets under management and employs 11 people.

Alphacentric Advisors LLC owners & executives

8 reported
NameTitleOwnershipSince
Alpha Partners LLC ControlMember25-50%2014
Jerry J. Szilagyi 2015 Family TrustMember10-25%2015
Jerry John Szilagyi ControlManaging Member25-50%2014
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Frequently asked questions

How much does Alphacentric Advisors LLC manage?

Alphacentric Advisors LLC reports $433.1 million in regulatory assets under management on its Form ADV.

How many employees does Alphacentric Advisors LLC have?

Alphacentric Advisors LLC reports 11 employees.

Where is Alphacentric Advisors LLC located?

Alphacentric Advisors LLC is based in San Juan, PR and has been SEC-registered since 2014.

Does Alphacentric Advisors LLC disclose fund performance?

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

Contact & registration

Address207 Calle del Parque, Floor 7, Suite 2, San Juan, PR 00912
Phone6467578387
Office hours9:00-5:00
SEC regionMiami Regional Office (MIRO)
CIK1913464
Discloses disciplinary historyYes

Regulatory AUM

$433.1M▼ 13%
Mar '25 — $495MApr '25 — $495MMay '25 — $495MJun '25 — $495MJul '25 — $495MAug '25 — $495MSep '25 — $495MOct '25 — $495MNov '25 — $495MDec '25 — $495MJan '26 — $495MFeb '26 — $495MMar '26 — $433.1MApr '26 — $433.1MMay '26 — $433.1MJun '26 — $433.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$433.1Mregulatory AUM
Discretionary $433.1M