ALPINE PRIVATE WEALTH

Overview

Alpine Private Wealth is an independent registered investment adviser structured as an LLC and operating as a capital allocator for both high-net-worth individuals and institutional clients. The firm combines discretionary portfolio management with financial planning and the selection of third‑party advisers, positioning itself to manage core investment programs while sourcing specialist managers where appropriate. Filings show a clear tilt toward equity exposures—exchange‑traded equities make up the largest single bucket of assets under management—while the firm offers both percentage‑of‑AUM and fixed‑fee engagement models. Advisory services are broad: ongoing financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and manager selection. Alpine Private Wealth is not listed as an active ESG investor in its filings. The firm also has affiliations consistent with sponsoring or serving as a general partner or managing member of pooled investment vehicles, which supports its role as a capital allocator and manager of custom investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices