ALPINE HILL ADVISORS LLC

RIASEC RegisteredEst. 2023
Total AUM
$115M
Discretionary
$115M
100% of AUM
Avg account
$666K
Accounts
172
Employees
4
Advisory reps
2

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
325412
Registered since
March 24, 2023
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 27%, Investment Grade Corp Bonds 22%, State & Local Bonds 19%, Exchange Traded Equities 15%, Non-Investment Grade Corp Bonds 8%, US Government Bonds 4%, Cash & Cash Equivalents 3%, Sovereign Bonds 1%, Private Funds 1%27%
  • Public Funds/Mutual Funds27%
  • Investment Grade Corp Bonds22%
  • State & Local Bonds19%
  • Exchange Traded Equities15%
  • Non-Investment Grade Corp Bonds8%

Contacts

2 of 2
  • David Heiss

    Senior Relationship ManagerCRD 1429489

  • BRANDON PACILIO

    Founding Partner and PresidentCRD 5836773

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth