AlphaCore Capital

Overview

AlphaCore Capital is a wealth management firm based in La Jolla, California, offering comprehensive financial planning and investment services. The firm specializes in private equity, private real estate, and private debt investments, focusing on growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities. Their geographical focus is primarily within the United States, and they invest across a diverse range of industries, including technology, healthcare, real estate, financial services, consumer goods, energy, industrial, telecommunications, media, transportation, utilities, materials, consumer services, financial technology, and biotechnology. Investment sizes range from $1 million to $50 million. AlphaCore Capital employs a forward-looking approach to investment strategies, emphasizing personalized solutions and risk management. They utilize in-house research, institutional infrastructure, and modern technology to implement strategies aligned with clients' stated objectives. The firm is committed to providing exceptional service and maintaining the privacy and security of clients' information. In March 2025, AlphaCore Wealth Advisory merged with Callan Capital, a San Diego-based wealth management firm overseeing $2.4 billion in assets under advisement. This strategic combination enhanced AlphaCore's ultra-high-net-worth and family office capabilities, strengthening its presence in San Diego, Denver, and Austin. The merger expanded their multi-generational family office services, offering expanded tax advisory, estate planning, and philanthropic strategies alongside existing institutional investment management solutions. In December 2025, AlphaCore Wealth Advisory welcomed Constellation Wealth Capital as a strategic investor. This partnership provided capital to fuel AlphaCore's expansion plans, enabling the firm to add key staff members and pursue strategic mergers and acquisitions within the wealth advisory sector. The collaboration aimed to enhance AlphaCore's ability to offer robust services and solutions to its clients. AlphaCore Capital is an SEC-registered investment adviser, committed to providing exceptional service and maintaining the privacy and security of clients' information.

Investment Focus

• High-net-worth individuals
• Families
• Institutional clients

Portfolio Companies