ALPINE HILL ADVISORS LLC
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 325412
- Registered since
- March 24, 2023
- Website
- alpinehilladvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.56%
- Individuals3.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Alpine Hill Advisors LLC is an independent, SEC-registered registered investment adviser that launched registration in 2023 and operates as an individual-owned limited liability company. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Alpine Hill bills clients via both percentage-of-assets and fixed-fee arrangements and functions as a capital allocator when deploying client capital to outside managers. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser or pension consultant. Its practice centers on discretionary portfolio management and planning for private clients rather than institutional consulting.
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
- Public Funds/Mutual Funds27%
- Investment Grade Corp Bonds22%
- State & Local Bonds19%
- Exchange Traded Equities15%
- Non-Investment Grade Corp Bonds8%
Contacts
2 of 2David Heiss
Senior Relationship ManagerCRD 1429489
BRANDON PACILIO
Founding Partner and PresidentCRD 5836773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 1 Turkey Hill Rd S
- Time zone
- ET (UTC-5)
- Office locations
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