Investment adviser · CRD 112496

ALPINE WOODS CAPITAL INVESTORS, LLC

Investment adviser filing (IA)

PURCHASE, NY, United States · Form ADV filed Apr 21, 2026

Regulatory AUM: $181M
Client accounts: 4
Employees: 12
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	3	$116,716,000	64.6%
Charities	Fewer than 5	$63,894,000	35.4%

Filing source

Form ADV 2097164 · Apr 21, 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

5 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 WOODS GROWTH VALUES, L.P.Hedge Fund · Last reported Apr 21, 2026$103MGross asset value

Fund administrator VISTRA USA LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH & BROWN PC NEW YORK, New York, United States

Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH & BROWN PC
PCAOB 100

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source

Fund ID: 805-9987550096
Reported beneficial owners: 30
Minimum commitment: $500K
Form D file number: 021-12956

Form ADV 2097164 · Apr 21, 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 WOODS CAPITAL RETURN MASTERS, L.P.Hedge Fund · Last reported Apr 21, 2026$7.54MGross asset value

Form D fundraising filings

Alpine Woods Capital Return Masters, L.P.

Fund administrator VISTRA USA LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH & BROWN PC NEW YORK, New York, United States

Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH & BROWN PC
PCAOB 100

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source

Fund ID: 805-9822666974
Reported beneficial owners: 3
Minimum commitment: $500K
Form D file number: 021-354901

Form ADV 2097164 · Apr 21, 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 WOODS MOMENTUM MASTERS, L.P.Hedge Fund · Last reported Apr 21, 2026$6.5MGross asset value

Form D fundraising filings

Alpine Woods Momentum Masters, L.P.

Fund administrator VISTRA USA LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH & BROWN PC NEW YORK, New York, United States

Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH & BROWN PC
PCAOB 100

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source

Fund ID: 805-6597091647
Reported beneficial owners: 4
Minimum commitment: $500K
Form D file number: 021-354900

Form ADV 2097164 · Apr 21, 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 WOODS GROWTH VALUES FINANCIAL EQUITIES, L.P.Hedge Fund · Last reported Dec 12, 2019$11.6MGross asset value

Auditor WITHUMSMITH & BROWN, PC NEW YORK, New York, United States

Custodian RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

WITHUMSMITH & BROWN, PC
PCAOB 100

RBC CAPITAL MARKETS, LLC
SEC 8-45411

RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 8-45411

Fund details & source

Fund ID: 805-6078971991
Reported beneficial owners: 16
Minimum commitment: $100K
Form D file number: 021-12956

Form ADV 1361970 · Dec 12, 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 WOODS GLOBAL GROWTH VALUES, L.P.Hedge Fund · Last reported Apr 25, 2017$8.92MGross asset value

Auditor WITHUMSMITH & BROWN, PC NEW YORK, New York, United States

Custodian RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RBC CAPITAL MARKETS, LLC
SEC 8-45411

RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 8-45411

Fund details & source

Fund ID: 805-9875135446
Reported beneficial owners: 7
Minimum commitment: $500K
Form D file number: 021-91119

Form ADV 1110191 · Apr 25, 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.

Services & filing details

Most recent filing: Apr 21, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

2500 WESTCHESTER AVENUE, SUITE 300
PURCHASE, NY, 10577, United States

CRD 112496

Filing source

Form ADV 2097164 · Apr 21, 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.