Alpine Capital Strategies LLC
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Overview
Alpine Capital Strategies LLC is an advisory company located in New York, New York. Alpine Capital Strategies LLC handles $227.8 million in assets throughout four customer accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The firm has a small team, including 1 financial advisor. Alpine Capital Strategies LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, stocks and bonds.
Alpine Capital Strategies LLC manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell judgments for the client's account without needing client approval. The advisory firm oversees roughly $57.0 million in assets for each customer account. The typical advisor at Alpine Capital Strategies LLC manages about four client accounts, placing it among the most personalized advisor firms in the country.
The firm's main office is at 680 Fifth Avenue, New York, New York 10019-5464.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alpine Capital Strategies LLC by the Numbers
$227.8 million
1
4
$57.0 million
Products and Services
Alpine Capital Strategies LLC provides a variety of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the past fiscal year, Alpine Capital Strategies LLC provided financial planning services to 1-10 of its accounts. Alpine Capital Strategies LLC is not involved in selling products or offering services other than investment advisory services to its investment advisory clients. Alpine Capital Strategies LLC is affiliated with a number of other companies in the financial services industry, including with a banking or thrift institution.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on the services provided. However, fee types charged by the company most likely consist of the following fee structures: asset-based or fixed. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Alpine Capital Strategies LLC does not have any disclosures.
Please visit its Form ADV for more details.
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