ACR ALPINE CAPITAL RESEARCH, LLC

RIASEC RegisteredEst. 2001

Total AUM

$10.8B

Discretionary

$8.2B

76% of AUM

Avg account

$1.5M

Accounts

7,168

Employees

35

Advisory reps

10

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 110933
Registered since: November 13, 2001
Website: acr-invest.com
Custodians: DIVERSIFIED FINANCIAL SERVICES, DIVERSIFIED FINANCIAL SERVICES, BROKER DEALER
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles25%
Other24.11%
Individuals23.33%
HNWI20.88%
Investment Companies2.11%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ACR Alpine Capital Research, LLC is an SEC-registered hedge fund-style investment adviser that manages both individual/family and institutional capital. The firm operates with a percentage-of-AUM fee schedule supplemented by performance-based fees and provides a mix of portfolio management services — for individuals and small businesses, investment companies, pooled vehicles, and institutional clients — along with educational seminars and workshops. ACR is not positioned as an ESG investor and does not report being a multi-state adviser or pension consultant. It also functions in sponsor/GP and other investment-adviser roles tied to pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Cash & Cash Equivalents2%
Public Funds/Mutual Funds1%

Owners & executives

3 of 3

JOSEPH STOWELL III
Chief Compliance OfficerCRD 4795450
NICHOLAS TOMPRAS
CEO & Chief Investment OfficerCRD 1362041
MITUL NAKUM
Chief Operating OfficerCRD 3187240

Contacts

3 of 7

TIMOTHY PIECHOWSKI
Portfolio ManagerCRD 4825429
NICHOLAS TAGGART
DirectorCRD 4353676
WILLEM SCHILPZAND
Portfolio ManagerCRD 4986109

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$1.1B in ETFs

Passive

100%

$1.1B

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL)	Goldman Sachs	Passive	Ultrashort Bond	$1.1B	11,133,728	97.70%

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Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: SAINT LOUIS
Address: 190 Carondelet Plz
Time zone: CT (UTC-6)
Office locations

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