Core Alpha, Inc.
● SEC registered since 2020CRD 119635SEC# 801-118545Rochester, NY
Reg. AUM
$146.1M
Employees
3
Accounts
858
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 $146.1 million in regulatory assets under management and employs 3 people.
Core Alpha, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott John Zollo Control | Chief Compliance Officer / Direct Owner | Over 75% | 2000 |
Frequently asked questions
How much does Core Alpha, Inc. manage?
Core Alpha, Inc. reports $146.1 million in regulatory assets under management on its Form ADV.
How many employees does Core Alpha, Inc. have?
Core Alpha, Inc. reports 3 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
| Address | 1701 Chili Avenue, Rochester, NY 14624 |
| Phone | 585-235-3600 |
| Fax | 585-235-3609 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.1M▲ 30%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$146.1Mregulatory AUM
Discretionary $123.9MNon-discretionary $22.2M