Alpenglobal Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 140186
- Registered since
- November 13, 2020
- Website
- alpenglobalcapital.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.85%
- Individuals9.82%
- Charitable Organizations0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alpenglobal Capital, LLC is an independent, fee-based registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and small businesses. The firm is structured as an owner-operated limited liability company and emphasizes equity-driven portfolios: equity positions account for the large majority of its managed assets. Its services include tailored portfolio management for individuals and small businesses as well as institutional or business accounts, delivered under a percentage-of-AUM fee model. The adviser does not identify as an active ESG investor and is not structured as a multi-state or pension consulting specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Karen Craig
Managing Director, Chief Compliance OfficerCRD 2416368
Contacts
1 of 1
Alex Gutt
Managing Director & Portfolio ManagerCRD 5122703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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