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

11

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 investment adviser organized as an LLC and operating since 2001. The firm is classified as a hedge‑fund manager that serves high‑net‑worth individuals, families and institutional clients. Its stated fee model combines a percentage of assets under management with performance‑based fees. Reported advisory services include discretionary portfolio management across individuals, pooled vehicles and institutional clients, plus educational seminars. The firm is not identified as an active ESG investor and is recorded as not a multistate adviser. ACR also appears to act in sponsor/GP and CPO/CTA capacities for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 8

Burns Lowry
Senior Regional DirectorCRD 2171763
Timothy Piechowski
Portfolio ManagerCRD 4825429
Nicholas Taggart
DirectorCRD 4353676

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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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