ALPINE ASSOCIATES MANAGEMENT INC.
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
FINTRXOverview
Alpine Associates Management Inc. is a hedge-fund–style investment manager focused on institutional pooled vehicles and customized mandates for businesses or institutions. The firm operates as a commodity pool operator/commodity trading advisor and charges both asset-based and performance fees, signaling an active, alpha-seeking approach. Its public equity activity is prominent, with a stated preference for exchange-traded equities and an emphasis on concentrated stock positions. Alpine also participates in the alternative-manager ecosystem by allocating to hedge funds beyond its own funds. Portfolio construction centers on actively managed equity holdings supplemented by hedge-fund strategies run through its private funds and external managers. The firm is not positioned as an ESG investor and appears to pursue traditional, return-focused strategies rather than thematic or sustainability-driven mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Derivatives1%
- Other1%
Owners & executives
3 of 3TODD MASON
Chief Operating Officer and Chief Compliance OfficerCRD 4125471
ROBERT ZOELLNER
Chief Executive Officer & Chief Investment OfficerCRD 1268802
CHRISTIAN MARZULLO
Chief Operating OfficerCRD 8063197
Contacts
3 of 5STEPHEN COAN
DirectorCRD 1143037
PARKER BLAKE
Operations AnalystCRD 6505641
ANGELA D'ONOFRIO
ControllerCRD 8238248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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