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ALPINE ASSOCIATES MANAGEMENT INC.

CRD 138901File 801-65726
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.09B
Top 25% of cohort (national)
Discretionary AUM
$2.09B
Clients
11
11 accounts
Employees
26
Top 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Jan 30, 2006
Principal office
249 ROYAL PALM WAY, SUITE 400, PALM BEACH, FL, 33480-4334
Phone
561-834-6550

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.09B
Discretionary AUM
$2.09B
Non-discretionary AUM
$0
Discretionary accounts
11
Non-discretionary accounts
0
Total accounts
11
AUM per client
$190.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other1$45.3M
Pooled investment vehicles10$2.05B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$2,359,193,667$2,094,959,691decreased by$264,233,976
May 1, 2025
vs Oct 1, 2022
Employees2326increased by3
May 1, 2025
vs Oct 1, 2022
AUM$4,082,398,962$2,359,193,667decreased by$1,723,205,295
Apr 1, 2022Clients1211decreased by1
Apr 1, 2022AUM$3,661,063,300$4,082,398,962increased by$421,335,662
Apr 1, 2022Accounts1211decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ALPINE ASSOCIATES” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALPINE ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.