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 FAF IX, LPPrivate Equity Fund · Last reported Mar 31, 2026$83MGross asset value

Form D fundraising filings

ALPINE INVESTORS FAF 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
805-1786741652
Reported beneficial owners
116
Minimum commitment
$0
Form D file number
021-482566

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 III, LPPrivate Equity Fund · Last reported Mar 31, 2026$19MGross asset value
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
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-7120959274
Reported beneficial owners
31
Minimum commitment
$1M
Form D file number
021-88841

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 II, LPPrivate Equity Fund · Last reported Mar 7, 2019$4.09MGross asset value
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-2669611245
Reported beneficial owners
36
Minimum commitment
$10K
Form D file number
021-55999

Form ADV 1274326 · Mar 7, 2019 · 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 I LIQUIDATING TRUSTOther Private Fund · Last reported Apr 11, 2017$750KGross asset value
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8470357015
Reported beneficial owners
87
Minimum commitment
$2K

Form ADV 1104990 · Apr 11, 2017 · 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, LPPrivate Equity Fund · Last reported Dec 17, 2015$0Gross asset value
Auditor MCGLADREY LLP CHICAO, Illinois, United States
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9836019652
Reported beneficial owners
85
Minimum commitment
$2K
Form D file number
021-40825

Form ADV 963386 · Dec 17, 2015 · 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.