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Building 2ACR ALPINE CAPITAL RESEARCH, LLC

Map pinST. LOUIS, MO
Phone314-932-7600
NotebookSEC #801-60694
Total AUM
$10.8B
Employees
35
Clients
7,171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
190 CARONDELET PLAZA
SUITE 1300
ST. LOUIS
MO 63105
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
314-932-7600
Other Offices
7

ReceiptFinancials

Total AUM
$10.8B
Accounts
7,168
Discretionary
$8.2B
Accounts
7,164
Non-Discretionary
$2.6B
Accounts
4

ContactClients

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Individual Clients
6,002
AUM
$2.5B
HNW Individual Clients
958
AUM
$2.3B
Investment Company Clients
2
AUM
$228.1M
Pooled Vehicle Clients
3
AUM
$2.7B
Pension/Profit Sharing Plan Clients
64
AUM
$131M
Charitable Organization Clients
51
AUM
$166.1M
Corporation or Business Clients
87
AUM
$194.7M
Other Clients
4
AUM
$2.6B
Description of Other Clients
UMA/MODEL PROGRAMS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT ADVISORY TO UMA MODELS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
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HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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