Alpine Associates Management Inc
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Overview
Alpine Associates Management Inc is an advisory firm located in Englewood Cliffs, New Jersey. The firm controls $3.0 billion in assets throughout 12 customer accounts, making it one of the largest firms in the United States by assets under management (AUM). The firm has a small team, including 9 financial advisors. Alpine Associates Management Inc is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as bonds, equities and options.
Alpine Associates Management Inc administers all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by a portfolio manager without requiring the client's authorization. The company manages an average of $247.8 million for each customer account. The average financial advisor at Alpine Associates Management Inc manages about one client account, making it one of the most individualized advisor firms in the country.
The firm's headquarters is at 574 Sylvan Avenue, Englewood Cliffs, New Jersey 07632-3101. Alpine Associates Management Inc is permitted to serve customers throughout a few states, including Florida and New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alpine Associates Management Inc by the Numbers
$3.0 billion
24
12
$247.8 million
Fee Structure
A financial advisor's fees typically depend on which services the firm provides the client. Fee types billed by the firm likely include some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles and corporations. Out of its 12 clients, Alpine Associates Management Inc's biggest client group by number of accounts is pooled investment vehicles. About 33% of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Alpine Associates Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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