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ALPine Management & Research, LLC (Purchase)


ALPine Management & Research, LLC is an adviser based in Purchase. It manages $2.73 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

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ALPine Management & Research provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

ALPine Management & Research: assets under management

The assets under management (AUM) of ALPine Management & Research, LLC is $2.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3854% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.73 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $210.17 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay ALPine Management & 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Samuel Alfred Lieber Limited partner 1 Jan 2003 50% - 75% 2421176
Llc Alpine Woods Gp General partner 1 Jan 2003 25% - 50% 46-0507921

Based in Purchase

The principal office where ALPine Management & Research, LLC performs its advisory services is located at 2500 Westchester Avenue, Purchase, NY 10577, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 914-251-0880 or by fax 914-251-9098. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.info@alpinefunds.com.


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