Alpine Capital Partners, LLC

Overview

Alpine Capital Partners, LLC is a small, independent RIA focused on discretionary portfolio management and financial planning for individuals, families and small institutions. The firm manages a compact book of business with a clear equity bias: its filings show a strong preference for exchange-traded equities as the primary building blocks of client portfolios. Services include ongoing portfolio management, hourly planning engagements and the production of client communications or newsletters, which suggests a boutique advisory model that blends hands-on management with periodic written guidance. Investment approach appears centered on liquid, listed securities — using exchange-traded equities and ETFs as core exposures — while also incorporating third-party hedge fund strategies as satellite allocations. Alpine is not positioned as an ESG-focused manager and operates under a fee model that combines a percentage of assets under management with hourly billing for planning or ad hoc work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices