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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

ALPHACENTRIC ADVISORS LLC

CRD 170679

SAN JUAN, PR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:57734365-8aa8-87d1-4c00-5029d0fa8508

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 8
On other graphs: 0
Observed: Apr 9, 2014 to Jun 2, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0
Regulatory AUM: $433MItem 5.F on the latest filing (2026-06-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $433M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 6
SEC number: 801-79616
CIK: 1913464
CRD: 170679
Filings on the tape: 29
First filed: Apr 9, 2014
Latest filed: Jun 2, 2026
Organised: Limited Liability Company, DE
Website: alphacentricfunds.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALPHA PARTNERS LLC	Member	C	yes	04/2014	Apr 9, 2014	Mar 27, 2024
GLASS, ROBERT, DAVID	Cco	Na	yes	02/2015	Feb 18, 2015	Mar 27, 2024
KAMIES, MARK, JAMES	Member	A	yes	04/2014	Apr 9, 2014	Mar 27, 2024
SZILAGYI, JERRY, JOHN	MANAGING MEMBER	C	yes	04/2014	Apr 9, 2014	Mar 27, 2024
JERRY J. SZILAGYI 2015 FAMILY TRUST	Member	B	no	12/2015	Mar 29, 2016	Mar 27, 2024
SZILAGYI, ISOBEL, LINDA	Trustee	F	no	12/2015	Mar 23, 2018	Mar 27, 2024
Szilagyi, June, Ann	Trustee	F	no	12/2015	Mar 23, 2018	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CATALYST CAPITAL ADVISORS LLC	n/a	Asset manager	$10B	N	yes	n/a
RATIONAL ADVISORS, INC.	n/a	Asset manager	$2.6B	N	yes	n/a
CATALYST INTERNATIONAL ADVISORS LLC	n/a	Asset manager	$58.0M	N	yes	n/a
ALT FUND DISTRIBUTORS LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$433M	$433M	11	7	3	n/a	n/a
2024	Mar 25, 2025	$495M	$495M	10	7	2	n/a	n/a
2023	Mar 27, 2024	$728M	$728M	10	8	1	n/a	n/a
2022	Mar 28, 2023	$1.1B	$1.1B	9	7	1	n/a	n/a
2021	Mar 29, 2022	$4.7B	$4.7B	8	3	1	n/a	n/a
2020	Mar 31, 2021	$3.5B	$3.5B	8	3	1	n/a	n/a
2019	Mar 30, 2020	$4.1B	$4.1B	7	2	1	n/a	n/a
2018	Feb 26, 2019	$2.5B	$2.5B	6	2	0	n/a	n/a
2017	Mar 23, 2018	$1.6B	$1.6B	7	3	0	n/a	n/a
2016	Mar 14, 2017	$339M	$339M	6	3	n/a	n/a	n/a
2015	Mar 29, 2016	$149M	$149M	4	2	n/a	n/a	n/a
2014	Feb 18, 2015	$48.7M	$48.7M	4	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$433M	$495M	-12.5%	$1.1B	-26.2%	11	10	3	2

Relationships

Affiliated with (7)

→ RATIONAL ADVISORS, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
→ CATALYST CAPITAL ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ CATALYST INTERNATIONAL ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
← RATIONAL ADVISORS, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
← CATALYST CAPITAL ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← CATALYST INTERNATIONAL ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← CATALYST CAPITAL INTERNATIONAL LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (4)

← SZILAGYI, JERRY, JOHNOwnerMANAGING MEMBER, ownership code C, individual
Apr 9, 2014 to Mar 27, 2024factForm ADV
← GLASS, ROBERT, DAVIDOwnerCCO, ownership code NA, individual
Feb 18, 2015 to Mar 27, 2024factForm ADV
← KAMIES, MARK, JAMESOwnerMEMBER, ownership code A, individual
Apr 9, 2014 to Mar 27, 2024factForm ADV
← ALPHA PARTNERS LLCOwnerMEMBER, ownership code C, domestic entity
Apr 9, 2014 to Mar 27, 2024factForm ADV

Owns (3)

← SZILAGYI, ISOBEL, LINDAOwnerTRUSTEE, ownership code F, individual
Mar 23, 2018 to Mar 27, 2024factForm ADV
← Szilagyi, June, AnnOwnerTRUSTEE, ownership code F, individual
Mar 23, 2018 to Mar 27, 2024factForm ADV
← JERRY J. SZILAGYI 2015 FAMILY TRUSTOwnerMEMBER, ownership code B, domestic entity
Mar 29, 2016 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 25, 2025
Regulatory AUM changed
Alphacentric Advisors Llc reported RAUM $495.0M, down 32% from $728.2M (2024-03-27 to 2025-03-25)
Form ADVobserved 6 days ago
$-233M
Occurred
Mar 27, 2024
Regulatory AUM changed
Alphacentric Advisors Llc reported RAUM $728.2M, down 32% from $1.1B (2023-08-24 to 2024-03-27)
Form ADVobserved 6 days ago
$-349M
Occurred
Mar 28, 2023
Regulatory AUM changed
Alphacentric Advisors Llc reported RAUM $1.1B, down 77% from $4.7B (2022-07-13 to 2023-03-28)
Form ADVobserved 6 days ago
$-3.6B
Occurred
Mar 29, 2022
Regulatory AUM changed
Alphacentric Advisors Llc reported RAUM $4.7B, up 32% from $3.5B (2021-03-31 to 2022-03-29)
Form ADVobserved 6 days ago
$1.1B
Occurred
Mar 30, 2020
Regulatory AUM changed
Alphacentric Advisors Llc reported RAUM $4.1B, up 63% from $2.5B (2019-05-31 to 2020-03-30)
Form ADVobserved 6 days ago
$1.6B
Occurred
Feb 26, 2019
Regulatory AUM changed
Alphacentric Advisors Llc reported RAUM $2.5B, up 53% from $1.6B (2018-03-23 to 2019-02-26)
Form ADVobserved 6 days ago
$867M
Occurred
Mar 23, 2018
Regulatory AUM changed
Alphacentric Advisors Llc reported RAUM $1.6B, up 385% from $338.9M (2017-03-14 to 2018-03-23)
Form ADVobserved 6 days ago
$1.3B
Occurred
Apr 9, 2014
First Form ADV filing
Alphacentric Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57734365-8aa8-87d1-4c00-5029d0fa8508
First observed: Apr 9, 2014
Last observed: Jun 2, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALPHACENTRIC ADVISORS LLC

CRD 170679

SAN JUAN, PR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:57734365-8aa8-87d1-4c00-5029d0fa8508

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALPHA PARTNERS LLC

Member

yes

04/2014

Apr 9, 2014

Mar 27, 2024

GLASS, ROBERT, DAVID

Cco

yes

02/2015

Feb 18, 2015

Mar 27, 2024

KAMIES, MARK, JAMES

Member

yes

04/2014

Apr 9, 2014

Mar 27, 2024

SZILAGYI, JERRY, JOHN

MANAGING MEMBER

yes

04/2014

Apr 9, 2014

Mar 27, 2024

JERRY J. SZILAGYI 2015 FAMILY TRUST

Member

12/2015

Mar 29, 2016

Mar 27, 2024

SZILAGYI, ISOBEL, LINDA

Trustee

12/2015

Mar 23, 2018

Mar 27, 2024

Szilagyi, June, Ann

Trustee

12/2015

Mar 23, 2018

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CATALYST CAPITAL ADVISORS LLC

n/a

Asset manager

$10B

yes

n/a

RATIONAL ADVISORS, INC.

n/a

Asset manager

$2.6B

yes

n/a

CATALYST INTERNATIONAL ADVISORS LLC

n/a

Asset manager

$58.0M

yes

n/a

ALT FUND DISTRIBUTORS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$433M

n/a

2024

Mar 25, 2025

$495M

n/a

2023

Mar 27, 2024

$728M

n/a

2022

Mar 28, 2023

$1.1B

n/a

2021

Mar 29, 2022

$4.7B

n/a

2020

Mar 31, 2021

$3.5B

n/a

2019

Mar 30, 2020

$4.1B

n/a

2018

Feb 26, 2019

$2.5B

n/a

2017

Mar 23, 2018

$1.6B

n/a

2016

Mar 14, 2017

$339M

n/a

2015

Mar 29, 2016

$149M

n/a

2014

Feb 18, 2015

$48.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$433M

$495M

-12.5%

$1.1B

-26.2%