ALPINE ASSET MANAGEMENT

Overview

Alpine Asset Management is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm positions itself as a financial planning and portfolio management shop with pension consulting capabilities. Its advisory fees are a mix of percentage-of-AUM, hourly charges and fixed fees, and it operates on a discretionary basis across the accounts it manages. Investment activity centers on publicly available pooled vehicles—mutual funds and similar public funds—as the primary building blocks of client portfolios, with a deliberate use of third-party managers for alternative exposure in real estate. Alpine is not an active ESG investor and does not operate as a capital allocator that runs its own external fund platform; instead it relies on external fund managers and custodial platforms to implement client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices