Alpenglobal Capital, LLC

Overview

Alpenglobal Capital, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2020 and owned by an individual. The firm focuses on fee-based wealth management for individual and family clients, charging a percentage of assets under management. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses, with the capability to manage assets for businesses or institutional clients as well. The firm reports a clear preference for equities as its primary implementation vehicle and does not identify as an ESG-focused manager. It is not structured as a capital allocator and relies on third-party managers for alternative exposures rather than running in-house private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices