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Alpine Woods Capital Investors, LLC

● SEC registered since 1997CRD 112496SEC# 801-55110Purchase, NY
Export (members)
Ranks #3,979 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$364.1M
Fund GAV
$246.3M
Private funds
3
Employees
12
Accounts
7
Location
Purchase, NY

Alpine Woods Capital Investors, LLC assets under management

Alpine Woods Capital Investors, LLC is an SEC-registered investment adviser based in Purchase, NY. The firm has been registered since 1997. It reports $364.1 million in regulatory assets under management and employs 12 people. Alpine Woods Capital Investors, LLC manages 3 private funds with combined gross assets of $246.3 million, including Alpine Woods Growth Values, L.P. By regulatory assets, it ranks 3,979 of 5,911 private fund managers.

Alpine Woods Capital Investors, LLC private funds

3 funds · $246.3M GAV
FundTypeGross assetsMin.
Alpine Woods Growth Values, L.P.Hedge$131.4M$500K
Alpine Woods Momentum MastersHedge$57.7M$500K
Alpine Woods Capital Return Masters LPHedge$57.2M$500K

Alpine Woods Capital Investors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Alpine Saxon Woods LLC ControlManaging MemberOver 75%2022
Arleen Marie Baez ControlChief Operating Officer25-50%2008
Brian Scott Hennessey ControlChief Investment Officer10-25%2022
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Frequently asked questions

How much does Alpine Woods Capital Investors, LLC manage?

Alpine Woods Capital Investors, LLC reports $364.1 million in regulatory assets under management on its Form ADV.

How many private funds does Alpine Woods Capital Investors, LLC manage?

Alpine Woods Capital Investors, LLC manages 3 private funds with combined gross assets of $246.3 million.

How many employees does Alpine Woods Capital Investors, LLC have?

Alpine Woods Capital Investors, LLC reports 12 employees.

Where is Alpine Woods Capital Investors, LLC located?

Alpine Woods Capital Investors, LLC is based in Purchase, NY and has been SEC-registered since 1997.

Does Alpine Woods Capital Investors, LLC disclose fund performance?

Alpine Woods Capital Investors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 Westchester Avenue, Suite 300, Purchase, NY 10577
Phone914-251-0880
Fax914-251-9098
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1226886
Discloses disciplinary historyNo

Assets under management

Discretionary$364.1M
Non-discretionary$0
Total (RAUM)$364.1M

Service providers

Prime broker
Custodian
Administrator