Investment adviser · CRD 157255

ALPINE INVESTORS

Investment adviser filing (IA)

ALPINE MANAGEMENT SERVICES III, LLC

SAN FRANCISCO, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$18.9B
Form ADV · Item 5.F
Client accounts
16
Accounts, not individual clients
Employees
96
Reported in this filing
Advisory professionals
73
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles16$18,913,648,910100.0%
Filing source

Form ADV 2080800 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

19 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ALPINE INVESTORS IX-A, LPPrivate Equity Fund · Last reported Mar 31, 2026$3.05BGross asset value

Form D fundraising filings

ALPINE INVESTORS IX-A, LP

Fund administrator DYNAMO SOFTWARE, INC. WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-7563587613
Reported beneficial owners
215
Minimum commitment
$10M
Form D file number
021-465180

Form ADV 2080800 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALPINE INVESTORS IX, LPPrivate Equity Fund · Last reported Mar 31, 2026$2.41BGross asset value

Form D fundraising filings

ALPINE INVESTORS IX, LP

Fund administrator DYNAMO SOFTWARE, INC. WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-7730456191
Reported beneficial owners
172
Minimum commitment
$10M
Form D file number
021-465179

Form ADV 2080800 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALPINE INVESTORS VI, LPPrivate Equity Fund · Last reported Mar 31, 2026$2.32BGross asset value
Fund administrator DYNAMO SOFTWARE, INC. WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-6354140499
Reported beneficial owners
67
Minimum commitment
$2M
Form D file number
021-276604

Form ADV 2080800 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALPINE INVESTORS ICEMAN CV, LPPrivate Equity Fund · Last reported Mar 31, 2026$2.28BGross asset value

Form D fundraising filings

ALPINE INVESTORS ICEMAN CV, LP

Fund administrator DYNAMO SOFTWARE, INC. WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States
Custodian J.P. MORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3455246785
Reported beneficial owners
149
Minimum commitment
$0
Form D file number
021-493974

Form ADV 2080800 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALPINE INVESTORS ICEMAN CV-A, LPPrivate Equity Fund · Last reported Mar 31, 2026$1.96BGross asset value

Form D fundraising filings

ALPINE INVESTORS ICEMAN CV-A, LP

Fund administrator DYNAMO SOFTWARE, INC. WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States
Custodian J.P. MORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-8992895778
Reported beneficial owners
77
Minimum commitment
$0
Form D file number
021-493975

Form ADV 2080800 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALPINE INVESTORS VIII-A, LPPrivate Equity Fund · Last reported Mar 31, 2026$1.89BGross asset value

Form D fundraising filings

ALPINE INVESTORS VIII-A, LP

Fund administrator DYNAMO SOFTWARE, INC. WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3660901086
Reported beneficial owners
125
Minimum commitment
$10M
Form D file number
021-401129

Form ADV 2080800 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALPINE INVESTORS VIII, LPPrivate Equity Fund · Last reported Mar 31, 2026$1.6BGross asset value

Form D fundraising filings

ALPINE INVESTORS VIII, LP

Fund administrator DYNAMO SOFTWARE, INC. WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3287981742
Reported beneficial owners
143
Minimum commitment
$10M
Form D file number
021-401131

Form ADV 2080800 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ONE CALIFORNIA STREET, SUITE 2900
SAN FRANCISCO, CA, 94111, United States

CRD 157255

Filing source

Form ADV 2080800 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.