|
⚲
|
| Alpen Partners International AG
✚
| |
|---|---|
| CRD # | 291759 |
| SEC # | 801-112639 |
| CIK # | |
| AUM | $1.0 BB (2024-03-27) |
| Employees | 28 (89% Investors, 0% Brokers) |
| Phone | 0041581057550 |
| Address | Seestrasse 69 Baech, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 392 | 1,025.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 1,025.3 |
| By Discretionary | ||
| Discretionary | 197 | 586.0 |
| Non-Discretionary | 195 | 439.3 |
| Total | 392 | 1,025.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,025.3 | |
| Total | 392 | 1,025.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Analyst Portfolio Management Ltd
✚
|
1.0 | |
|
9258 Wealth Management LLC
✚
|
OH | 1.0 |
|
Marcellus Investment Managers Private Limited
✚
|
1.0 | |
|
MLG Wealth Management Inc
✚
|
MN | 1.0 |
|
Vision Capital Management Inc
✚
|
OR | 1.0 |
|
Association Financial Services Inc
✚
|
UT | 1.0 |
|
Great Waters Wealth Management
✚
|
MN | 1.0 |
|
Journey Advisory Group LLC
✚
|
KY | 1.0 |
|
Greenrock Research Inc
✚
|
IL | 1.0 |
|
Level Four Capital Management
✚
|
TX | 1.0 |