Alpine Investors

RIASEC RegisteredEst. 2012
Total AUM
$18.9B
Discretionary
$18.9B
100% of AUM
Avg account
$1.2B
Accounts
16
Employees
96
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
157255
Registered since
February 9, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Alpine Investors is structured as a privately held limited liability company that functions primarily as a private equity manager for institutional clients. The firm registered with the SEC in 2012 and describes its revenue model as a mix of asset-based fees and performance-linked fees. Alpine serves as sponsor/GP and managing member of pooled investment vehicles and provides portfolio management for those vehicles rather than acting as a third‑party capital allocator. The firm also identifies itself as an active ESG investor, signaling that environmental, social or governance considerations factor into its investment process.

Assets & Accounts

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

Owners & executives

1 of 1
  • Alexandria Stuart

    Alexandria Stuart

    General Counsel and Chief Compliance OfficerCRD 7675515

Contacts

3 of 3
  • Graham Weaver

    Graham Weaver

    Founding PartnerCRD 2196703

  • Mark Strauch

    Founding PartnerCRD 3113719

  • William Allen

    CRD 8243768

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

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth