ALPINE ASSOCIATES MANAGEMENT INC.

RIASEC RegisteredEst. 2006
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$190M
Accounts
11
Employees
26
Advisory reps
8

Firm details

Headquarters
PALM BEACH, Florida
CRD number
138901
Registered since
January 30, 2006
Custodians
J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.84%
  • Corporations / Businesses2.16%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alpine Associates Management Inc. is a hedge-fund–style investment manager focused on institutional pooled vehicles and customized mandates for businesses or institutions. The firm operates as a commodity pool operator/commodity trading advisor and charges both asset-based and performance fees, signaling an active, alpha-seeking approach. Its public equity activity is prominent, with a stated preference for exchange-traded equities and an emphasis on concentrated stock positions. Alpine also participates in the alternative-manager ecosystem by allocating to hedge funds beyond its own funds. Portfolio construction centers on actively managed equity holdings supplemented by hedge-fund strategies run through its private funds and external managers. The firm is not positioned as an ESG investor and appears to pursue traditional, return-focused strategies rather than thematic or sustainability-driven mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Derivatives 1%, Other 1%98%
  • Exchange Traded Equities98%
  • Derivatives1%
  • Other1%

Owners & executives

3 of 3
  • TODD MASON

    Chief Operating Officer and Chief Compliance OfficerCRD 4125471

  • ROBERT ZOELLNER

    Chief Executive Officer & Chief Investment OfficerCRD 1268802

  • CHRISTIAN MARZULLO

    Chief Operating OfficerCRD 8063197

Contacts

3 of 5
  • STEPHEN COAN

    DirectorCRD 1143037

  • PARKER BLAKE

    Operations AnalystCRD 6505641

  • ANGELA D'ONOFRIO

    ControllerCRD 8238248

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALM BEACH, FL

PALM BEACH

Location

PALM BEACH, FL

Headquartered in PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
249 Royal Palm Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth