Alpenglobal Capital LLC

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Assets, Funds, Holdings

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Alpenglobal Capital LLC
CRD #140186
SEC #801-119789
CIK #0002062492
AUM $169.0 M (2025-02-27)
Employees 3 (33% Investors, 0% Brokers)
Phone415424400521
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
170136102683402011201620212026
Sector Form 13F Holdings Value ($M)
Netflix Inc 17.6
Tesla Motors Inc 12.2
Amazon Com Inc 11.9
MercadoLibre Inc 10.5
Chipotle Mexican Grill Inc 8.9
Priceline Com Inc 8.0
Microsoft Corp 7.5
Costco Wholesale Corp /NEW 7.4
American Express Co 7.1
Alphabet Inc 6.8
View All
Holdings by Sector ($M)
170136102683402024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 72 46.2
(b) Individuals (high net worth individuals) 69 122.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 281 169.0
By Discretionary
Discretionary 281 169.0
Non-Discretionary 0 0.0
Total 281 169.0
By Non-United States Persons
Non-United States Persons 1.8
United States Persons 167.2
Total 281 169.0
EDGAR Form CIK 2011 - 2025
13F-HR [0002062492]
Comparable Firms State AUM ($B)
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Erickson Financial Group LLC
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AJF Capital Management Inc
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Core Financial Advisors LLC
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Aligne Wealth Preservation & Insurance Services LLC
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Driven Investments LLC
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Eagle Investment Advisors LLC
PA 0.2
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