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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 Aug 17, 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 typeClientsAUM
Other8$26.8M
Charitable organizations10$30.9M
High net worth individuals208$1.36B
Pension and profit sharing plans12$19.5M
Individuals (other than high net worth individuals)57$18.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.