Acr ALPine Capital Research, LLC is a large advisory firm based in St. Louis. It manages $3.61 billion of regulatory assets for 5,104 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Acr ALPine Capital Research provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and investment advisory to uma models. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Acr ALPine Capital Research, LLC is $3.61 billion. The firm's AUM has grown by 10% since the beginning of its operation, and $318.52 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Acr ALPine Capital Research, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Stephen Alan Mace is high net worth individuals with 486 clients and $1.06 billion of assets under management. Among the 8 most similar advisory firms, Acr ALPine Capital Research has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.47 billion for 4,646 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Acr ALPine Capital Research also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $500,000.
The company employs 26 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Stephen Alan Mace has been acting as President since 1 Dec 2016. Joseph Francis Stowell Iii joined the executive team most recently as the Chief Compliance Officer.
The principal office where Acr ALPine Capital Research, LLC performs its advisory services is located at 8000 Maryland Ave, St. Louis, MO 63105, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-932-7600 or by fax 314-932-1111. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at alpine-invest.com.