Form D · Hedge Fund
Alpine Heritage Japan Trust
Palm Beach, FL · CIK 0001638578
Offering snapshot reported Feb 20, 2026 · SEC filing
- Reported sold
- $120M Indefinite offering
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 1, 2015 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 20, 2026 | Initial | $119,718,690 | No comparison | 15 | SEC filing |
| Feb 21, 2025 | Amendment | $119,718,690 | $0vs Feb 23, 2024 | 15 | SEC filing |
| Feb 23, 2024 | Amendment | $119,718,690 | $3,796,522vs Feb 24, 2023 | 15 | SEC filing |
| Feb 24, 2023 | Amendment | $115,922,168 | $0vs Feb 25, 2022 | 14 | SEC filing |
| Feb 25, 2022 | Amendment | $115,922,168 | $4,488,801vs Feb 26, 2021 | 14 | SEC filing |
| Feb 26, 2021 | Amendment | $111,433,367 | $18,580,589vs Feb 28, 2020 | 13 | SEC filing |
| Feb 28, 2020 | Amendment | $92,852,778 | $32,056,003vs Mar 1, 2019 | 12 | SEC filing |
| Mar 1, 2019 | Amendment | $60,796,775 | $28,700,966vs Mar 2, 2018 | 6 | SEC filing |
| Mar 2, 2018 | Initial | $32,095,809 | No comparison | 4 | SEC filing |
| Mar 3, 2017 | Initial | $23,113,503 | No comparison | 3 | SEC filing |
| Mar 3, 2016 | Initial | $18,945,173 | No comparison | 2 | SEC filing |
| Apr 9, 2015 | Initial | $12,505,033 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-574149
Source: Form D, filed Feb 20, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
ALPINE HERITAGE JAPAN TRUST
Investment adviser: ALPINE ASSOCIATES MANAGEMENT INC.
- Gross asset value
- $103M
- Beneficial owners
- 8
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG CAYMAN ISLANDS
PCAOB 1323
CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177
J.P. MORGAN SECURITIES LLC
SEC 8-35008
PERSHING LLC
SEC 8-17574
UBS SECURITIES LLC
SEC 8-22651
KPG CAPITAL PARTNERS, LLC
CRD 165392 · SEC 8-69158
OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488
CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008
PERSHING LLC
CRD 7560 · SEC 8-17574
UBS SECURITIES LLC
CRD 7654 · SEC 8-22651
Filing source
Form ADV 2072428 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-6172522132
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Parker Blake | Executive |
| Stephen S. Coan | Director |
| Angela D'onofrio | Executive |
| Frank Fiorello | Executive |
| James Jalil | Director |
| Christian Marzullo | Executive |
| Todd Mason | Executive |
| Neal Post | Executive |
| Gerald Post | Executive |
| Michael Smircich | Executive |
| Michael Tenebruso | Director, Executive |
| Victoria E. Zoellner | Director |
| Robert Zoellner, Jr. | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Palm Beach, FL, 33480