CRD: 171163
Stratacore Capital Management, Llc.
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Janney
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-16-2014
- Office Locations
- 2
Office Locations
About Stratacore Capital Management, Llc.
Stratacore Capital Management, LLC is a New York-based RIA serving retail and institutional clients, with a stated focus on entrepreneurs. The firm provides portfolio construction and asset allocation alongside tax, estate, retirement, and business-succession planning. Investment implementation emphasizes ETFs and public funds, with experience across fixed income and alternative exposures (e.g., hedge funds, private equity, real estate). Custody commonly via Schwab or Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT JOSEPH DESALVO
Chief Compliance Officer, Managing Member
- CRD
- #4684246
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MIKAEL LARSSON
Partner
- CRD
- #6170304
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,470,000 | $894,000 |
| Non-Discretionary | $92,530,000 | $574,720 |
| Total | $97,000,000 | $584,337 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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