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 and serves both individual/family clients and institutional investors. Its compensation model combines a percentage-of-AUM fee with performance-based fees. Advisory services include discretionary portfolio management across individuals, businesses, pooled vehicles and investment companies, along with educational seminars and workshops. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. ACR is also active as a sponsor/GP and managing member of pooled investment vehicles, which aligns with its hedge-fund designation and private-fund activity.

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

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 4

Active vs passive

$1.4B in ETFs

Passive

100%

$1.4B

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	$1.4B	13,511,909	98.35%

Unlock additional holdings →

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

Similar firms

Plancorp, LLC

Saint Louis, MO

AUM $9.9BTEAM 112REPS 60

Elmtree Funds, LLC

Saint Louis, MO

AUM $7.8BTEAM 37REPS 1

Confluence Investment Management LLC

Saint Louis, MO

AUM $6.7BTEAM 55REPS 18

Larson Financial Group, LLC

Saint Louis, MO

AUM $5.5BTEAM 131REPS 64

Krilogy

Saint Louis, MO

AUM $5.2BTEAM 103REPS 63

Kennedy Capital Management

Saint Louis, MO

AUM $5BTEAM 43REPS 25

More RIAs in Saint Louis →All Missouri RIAs →