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 corporate-structured hedge fund adviser that has been SEC-registered since 2006 and is owned by an individual principal. The firm’s client base is institutional and its advisory activity centers on managing pooled investment vehicles and managing portfolios for businesses or other institutions. Registered business activities include acting as a CPO/CTA, and the firm’s compensation model combines a percentage-of-AUM fee with performance-based fees. Alpine does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. Its operating model emphasizes pooled-vehicle management and fee arrangements typical of hedge fund managers rather than broad third-party allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Todd Mason

    Chief Operating Officer and Chief Compliance OfficerCRD 4125471

  • Robert Zoellner

    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

    Parker Blake

    Director of OperationsCRD 6505641

  • Angela D'onofrio

    ControllerCRD 8238248

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth