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Victor Edward Calise

Alphacore Capital LLC

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About Victor Edward Calise

Victor Calise is an investment advisor representative with Alphacore Capital LLC. Victor is registered with the state of California and has been in the industry since 2013. Victor is a Series 65 licensed individual. Victor has worked at Alphacore Capital LLC since July 2022. Prior to joining Alphacore Capital LLC, Victor worked at Private Asset Management, Inc. in San Diego, CA. Victor specializes in providing financial planning, pension consulting, and portfolio management services. Victor also provides services to high-net-worth individuals, charitable organizations, corporations and other businesses, and pooled investment vehicles. Victor is the owner/founder of COSAIR ASSOCIATES, a business development consulting firm.

Firm Information

Victor Calise is currently registered with Alphacore Capital LLC. Alphacore Capital LLC is an investment advisor based in LA JOLLA, CA with $2.44 billion in regulatory assets under management. The firm advises individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer portfolio management, financial planning, and institutional consulting services.
Alphacore Capital LLC

875 PROSPECT STREET

LA JOLLA, CA 92037

$2.44B

Assets Under Management

1

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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institutional consulting and client servicing

Institutional consulting and client servicing

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Victor Calise’s Registration & Firm History

CA

07/14/2022 - Present

Alphacore Capital LLC (LA JOLLA CA)

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Licenses & Designations

IA

Issued 04/01/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victor Edward Calise.
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