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 TEAM CV, LPPrivate Equity Fund · Last reported Mar 31, 2026$1.2BGross asset value

Form D fundraising filings

ALPINE INVESTORS TEAM CV, LP

Feeder funds

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
805-6062711155
Reported beneficial owners
63
Minimum commitment
$0
Form D file number
021-384647
Form D file number
021-384650

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 VII-A, LPPrivate Equity Fund · Last reported Mar 31, 2026$789MGross asset value

Form D fundraising filings

ALPINE INVESTORS VII-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
805-7987296696
Reported beneficial owners
56
Minimum commitment
$10M
Form D file number
021-334337

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 VII, LPPrivate Equity Fund · Last reported Mar 31, 2026$655MGross asset value

Form D fundraising filings

ALPINE INVESTORS VII, 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
805-4233412100
Reported beneficial owners
112
Minimum commitment
$10M
Form D file number
021-334339

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 V, LPPrivate Equity Fund · Last reported Mar 31, 2026$262MGross asset value

Form D fundraising filings

Alpine Investors V, 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
805-6162444604
Reported beneficial owners
16
Minimum commitment
$1M
Form D file number
021-204849

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 INGENIO CV, LPPrivate Equity Fund · Last reported Mar 31, 2026$148MGross asset value

Form D fundraising filings

ALPINE INVESTORS INGENIO 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
805-3978210582
Reported beneficial owners
23
Minimum commitment
$0
Form D file number
021-408503

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-A, LPPrivate Equity Fund · Last reported Mar 31, 2026$124MGross 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
805-2673891400
Reported beneficial owners
4
Minimum commitment
$2M
Form D file number
021-27660401

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 FAF VIII, LPPrivate Equity Fund · Last reported Mar 31, 2026$111MGross asset value

Form D fundraising filings

ALPINE INVESTORS FAF 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
805-7870868503
Reported beneficial owners
116
Minimum commitment
$0
Form D file number
021-411563

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.