SourcingSourcing

PURSELL MANAGEMENT CO. LLC

C47
CRD 302011·SEC 801-115285·PEACHTREE CORNERS, GA
AUM
$354.0M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PURSELL MANAGEMENT CO. LLC
CRD
302011
SEC file #
801-115285
EIN
—
DBA names
Core Alternative Capital, Llc

Economics

AUM
$354.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$336.8M → $354.0M▲ +5%
Client mix
Investment Companies2
Other Investment Advisers1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
PEACHTREE CORNERS GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
corealtfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PURSELL, DAVID, CLAUDE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
PURSELL, DAVID, CLAUDE
ASI TWO, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COREALTFUNDS.COM
Rdap Domain Creation Date
2019-07-15T17:59:45Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2968
Soi Zip Pct 200k Plus
0.1335
Soi Zip Returns 200k Plus
2,290
Soi Zip Total AGI
1,875,329
Fdic Zip Total Deposits
48,457,279,000
Fdic Zip Branch Count
518
Fdic Zip Top Banks
SunTrust Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity2
Fdic Zip Branches Raw
First Union National Bank of GeorgiaNorcross, GA
Wachovia Bank of Georgia, National AssociationNorcross, GA
Fdic Zip HHI
1009.29
Fdic Zip Top Bank Share Pct
25.01
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-15T17:59:45Z
Rdap Domain Last Changed
2024-07-16T12:02:26Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI60,173
Returns4,860
Stub 2
AGI131,923
Returns3,580
Stub 3
AGI142,327
Returns2,310
Soi Zip Total Business Income
52,942
Soi Zip Total Cap Gains
135,536
Soi Zip Total Dividends
62,603
Soi Zip Total Returns
17,150
Top Owner CRD
2996278
Trust Company Affiliate
No

People (3)

3
DAVID CLAUDE PURSELL
Direct Owner · 87.5%
2996278
WALSH, JOHN, LEE
Executive Officer · 2.5%
3138029
PETER VINCENT SIMASEK
IAR
5936398