Peter V. Simasek

CORE ALTERNATIVE CAPITAL

Peachtree Corners, GA 30092

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CRD#: 5936398

Professional summary

Peter Vincent Simasek is a registered financial advisor currently at CORE ALTERNATIVE CAPITAL, LLC located in Peachtree Corners, Georgia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Peter has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Vincent Simasek's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 29, 2024 - Present

CORE ALTERNATIVE CAPITAL, LLC

Office #1: 3930 East Jones Bridge Road Suite 380, Peachtree Corners, GA 30092

RIA

CRD#: 302011

Peachtree Corners, GA

Past

August 15, 2013 - July 2, 2015

PIMCO INVESTMENTS LLC

CRD#: 154957

NEW YORK, NY

Past

August 22, 2011 - July 2, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORE ALTERNATIVE CAPITAL, LLC

CORE ALTERNATIVE CAPITAL, LLC | PURSELL MANAGEMENT CO. LLC

CRD#: 302011 / SEC#: 801-115285

RIA

Registered Investment Advisory firm - (5/15/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/5/2024)

IAR

Texas
(2/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/1/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2013

General Securities Representative Examination

General Industry/Product Exam

Series 79

Date: 8/21/2011

Investment Banking Registered Representative Examination

Current Firm

CORE ALTERNATIVE CAPITAL, LLC

CORE ALTERNATIVE CAPITAL, LLC | PURSELL MANAGEMENT CO. LLC

CRD#: 302011 / SEC#: 801-115285

RIA

Registered Investment Advisory firm - (5/15/2019 Approved)

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Contact information

Main Address

3930 East Jones Bridge Road Suite 380, Peachtree Corners, GA 30092

Mailing Address

Phone number

(770) 841-1893

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

CORE ALTERNATIVE PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 438,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Peter V. Simasek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Vincent Simasek's CRS (Customer Relationship Summary).

Certified licenses

Experience

PIMCO INVESTMENTS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CORE ALTERNATIVE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/1/2011

SIE

Date: 7/2/2015

Series 7

Date: 8/15/2013

Series 79

Date: 8/21/2011

Current Firm

CORE ALTERNATIVE CAPITAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORE ALTERNATIVE CAPITAL, LLC

TRUST BUT VERIFY

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