Form D · Hedge Fund

ALPINE HERITAGE, L.P.

Palm Beach, FL · CIK 0001424943

Offering snapshot reported Feb 20, 2026 · SEC filing

Reported sold
$1.04B
Indefinite offering
Investors reported
555
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 2, 2008
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 20, 2026Initial$1,035,712,475No comparison555SEC filing
Feb 21, 2025Amendment$1,030,482,075$2,654,713vs Feb 23, 2024555SEC filing
Feb 23, 2024Amendment$1,027,827,362$1,725,565vs Feb 24, 2023554SEC filing
Feb 24, 2023Amendment$1,026,101,797$21,561,201vs Feb 25, 2022553SEC filing
Feb 25, 2022Amendment$1,004,540,596$94,811,167vs Feb 26, 2021538SEC filing
Feb 26, 2021Amendment$909,729,429$18,187,882vs Feb 28, 2020522SEC filing
Feb 28, 2020Amendment$891,541,547$37,686,680vs Mar 1, 2019516SEC filing
Mar 1, 2019Amendment$853,854,867$20,535,207vs Mar 2, 2018499SEC filing
Mar 2, 2018Initial$833,319,660No comparison380SEC filing
Mar 3, 2017Initial$794,509,633No comparison372SEC filing
Mar 3, 2016Initial$751,125,851No comparison349SEC filing
Mar 4, 2015Amendment$699,999,474$78,804,646vs Mar 4, 2014317SEC filing
Mar 4, 2015Amendment$699,999,474$78,804,646vs Mar 4, 2014317SEC filing
Mar 4, 2014Amendment$621,194,828$197,479,074vs Mar 5, 2013289SEC filing
Mar 5, 2013Amendment$423,715,754$44,366,675vs Mar 6, 2012226SEC filing
Mar 6, 2012Amendment$379,349,079$269,883,442vs Mar 11, 2010199SEC filing
Mar 8, 2011Amendment$293,403,566$183,937,929vs Mar 11, 2010142SEC filing
Mar 11, 2010Amendment$109,465,637No comparison70SEC filing
Jan 22, 2008PaperNot reportedNo comparisonNot reportedSEC 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
021-574146

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, L.P.

Investment adviser: ALPINE ASSOCIATES MANAGEMENT INC.

Gross asset value
$1.1B
Beneficial owners
210
ADV minimum commitment
$100K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JP MORGAN CHASE BANK, N.A. BROOKLYN, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. BROOKLYN, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian UBS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No
Marketer KPG CAPITAL PARTNERS, LLC PARK CITY, Utah, United States Related to adviser: No
Marketer OLD CITY SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer OSAIC WEALTH, INC. SCOTTSDALE, Arizona, United States Related to adviser: No
Marketer TIMECAPITAL SECURITIES CORPORATION PORT JEFFERSON STATION, New York, United States Related to adviser: No
Prime broker CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States
Prime broker UBS SECURITIES 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
Yes

KPMG LLP
PCAOB 185

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

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

KPG CAPITAL PARTNERS, LLC
CRD 165392 · SEC 8-69158

OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488

OSAIC WEALTH, INC.
CRD 23131 · SEC 801-54859

TIMECAPITAL SECURITIES CORPORATION
CRD 6845 · SEC 8-18248

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 805-6473977756

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.

People and organizations reported in Form D filings
NameReported role
Parker Blake Executive
Stephen S. Coan Director
Angela D'onofrio Executive
Victoria Eckert Executive
Frank Fiorello Executive
James Jalil Director
Christian Marzullo Executive
Todd Mason Executive
Gerald Post Executive
Neal 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:
249 Royal Palm Way Suite 400
Palm Beach, FL, 33480