Alpine Peaks Capital, Lp
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Overview
Alpine Peaks Capital, Lp operates as a financial advisory firm that has its headquarters in New York, New York. The firm has $167.6 million in assets across five accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). Alpine Peaks Capital, Lp has a small group, including 3 financial advisors. Alpine Peaks Capital, Lp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments like stocks, options and bonds.
Alpine Peaks Capital, Lp administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction judgments for the client's account without needing to seek client authorization. Alpine Peaks Capital, Lp supervises roughly $33.5 million for each account. An average advisor at Alpine Peaks Capital, Lp manages about two client accounts, placing it among the most personalized firms in the country.
The firm's central office is at 1133 Broadway Suite 1004, New York, New York 10010.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alpine Peaks Capital, Lp by the Numbers
$167.6 million
4
5
$33.5 million
Fee Structure
Fees for financial management usually vary depending on which services the firm provides the client. However, fees billed by the company most likely are comprised of any 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
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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
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Alpine Peaks Capital, Lp caters to pooled investment vehicles and other. Out of its five clients, Alpine Peaks Capital, Lp's biggest client type by number of accounts is pooled investment vehicles. Around 60% of its clients are from outside of the U.S.
- 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 Peaks Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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