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ALPINE PRIVATE WEALTH
Legal name: ALPINE PRIVATE CAPITAL, LLC
CRD 286072File 801-108952
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.45B
Above cohort median (national)
Discretionary AUM
$1.45B
Clients
295
295 accounts
Employees
20
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 17, 2017
- Principal office
- 190 CARONDELET PLAZA, SUITE 1300, SAINT LOUIS, MO, 63105
- Phone
- 314-932-1010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.45B
- Discretionary AUM
- $1.45B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 295
- Non-discretionary accounts
- 0
- Total accounts
- 295
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $26.8M |
| Charitable organizations | 10 | $30.9M |
| High net worth individuals | 208 | $1.36B |
| Pension and profit sharing plans | 12 | $19.5M |
| Individuals (other than high net worth individuals) | 57 | $18.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 279 | 295 | increased by16 |
| Apr 1, 2026 | AUM | $1,226,919,954 | $1,453,478,904 | increased by$226,558,950 |
| Apr 1, 2026 | Accounts | 279 | 295 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 20 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 198 | 279 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $828,669,099 | $1,226,919,954 | increased by$398,250,855 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 200 | 279 | increased by79 |
| Apr 1, 2022 | Clients | 175 | 198 | increased by23 |
| Apr 1, 2022 | AUM | $610,021,343 | $828,669,099 | increased by$218,647,756 |
| Apr 1, 2022 | Accounts | 176 | 200 | increased by24 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALPINE PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALPINE PRIVATE” 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.