Firm profile

STRATACORE CAPITAL MANAGEMENT, LLC.

NEW YORK, NYCRD 171163Latest ADV March 4, 2026

Stratacore Capital Management, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 4, 2026, reports $97M in regulatory assets under management, 2 employees, 1 office, and 166 accounts.

Assets Under Management
$97M
Employees
2
Offices
1 office
Total Clients
111
Primary office
NEW YORK, NY
57 W. 8TH STREET, APT. 3A, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORobert J. Desalvo

Advisory services offered

2 types reported
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
77
2
HNWI
28.8%
32
3
Corporations
1.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$97Mas of March 4, 2026
Discretionary4.6%
$4M
5% of total RAUM4.6%
Non-discretionary95.4%
$93M
95% of total RAUM95.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$97M
Total Accounts166
10Y AUM Change+$54M (+127.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee56:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.