|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Alpenglobal Capital LLC
✚
|
|
|---|---|
| CRD # | 140186 |
| SEC # | 801-119789 |
| CIK # | 0002062492 |
| AUM | $169.0 M (2025-02-27) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 415424400521 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002062492 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 17.6 | ||
| Tesla Motors Inc | 12.2 | ||
| Amazon Com Inc | 11.9 | ||
| MercadoLibre Inc | 10.5 | ||
| Chipotle Mexican Grill Inc | 8.9 | ||
| Priceline Com Inc | 8.0 | ||
| Microsoft Corp | 7.5 | ||
| Costco Wholesale Corp /NEW | 7.4 | ||
| American Express Co | 7.1 | ||
| Alphabet Inc | 6.8 | ||
| Williams Sonoma Inc | 6.8 | ||
| Mastercard Inc | 6.6 | ||
| Facebook Inc | 5.9 | ||
| Ferrari NV | 5.6 | ||
| Adobe Systems Inc | 4.9 | ||
| Walt Disney Co | 4.5 | ||
| McDonalds Corp | 3.9 | ||
| Lululemon Athletica Inc | 3.8 | ||
| Tetra Tech Inc | 3.7 | ||
| Ecolab Inc | 3.5 | ||
| New York Times Co | 3.4 | ||
| Paypal Holdings Inc | 3.0 | ||
| Alphabet Inc | 2.0 | ||
| Stryker Corp | 2.0 | ||
| International Business Machines Corp | 1.2 | ||
| Embraer Sa | 1.1 | ||
| Uber Technologies Inc | 1.1 | ||
| Apple Inc | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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) |
|---|---|---|
|
Investment Management Corporation
✚
|
VA | 0.2 |
|
Delarme Wealth Management Inc
✚
|
CA | 0.2 |
|
Atlantic Wealth Partners LLC
✚
|
FL | 0.2 |
|
Springwater Wealth Management LLC
✚
|
OR | 0.2 |
|
Erickson Financial Group LLC
✚
|
PA | 0.2 |
|
AJF Capital Management Inc
✚
|
NY | 0.2 |
|
Core Financial Advisors LLC
✚
|
CA | 0.2 |
|
Aligne Wealth Preservation & Insurance Services LLC
✚
|
CA | 0.2 |
|
Driven Investments LLC
✚
|
0.2 | |
|
Eagle Investment Advisors LLC
✚
|
PA | 0.2 |