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| Alpine Associates Management Inc
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|---|---|
| CRD # | 138901 |
| SEC # | 801-65726 |
| CIK # | 0001396835 |
| AUM | 2,095.0 M (2026-03-26) |
| Employees | 26 (50% Investors, 0% Brokers) |
| Phone | 561-834-6550 |
| Address | 249 Royal Palm Way Palm Beach, FL 33480-4334 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Norfolk Southern Corp | 0.1 | ||
| Chart Industries Inc | 0.1 | ||
| Electronic Arts Inc | 0.1 | ||
| Rocky Holding Inc | 0.1 | ||
| Unifirst Corp | 0.1 | ||
| Kenvue Inc | 0.1 | ||
| Ensco PLC | 0.0 | ||
| Silicon Laboratories Inc | 0.0 | ||
| Penumbra Inc | 0.0 | ||
| Discovery Communications Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Alpine Merger Growth LP | [2018-03-28] | 87.4 M | 181.5 M |
| Filed 2025-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| HF | Alpine Heritage Japan Trust | [2015-08-25] | 12.5 M | 103.0 M |
| Filed 2015-04-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| HF | Alpine Dedicated LP | [2013-02-26] | 44.0 M | 167.0 M |
| Filed 2015-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| HF | Alpine Associates A Limited Partnership | 2012-03-30 | 129.2 M | |
| HF | Alpine Heritage II LP | [2012-03-30] | 185.9 M | 176.2 M |
| Filed 2015-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Alpine Heritage LP | [2012-03-30] | 700.0 M | 1,101.6 M |
| Filed 2015-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Alpine Heritage Offshore Fund Ltd | [2012-03-30] | 225.3 M | 130.9 M |
| Filed 2015-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| HF | Alpine Institutional LP | [2012-03-30] | 263.6 M | 22.0 M |
| Filed 2015-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Alpine Partners LP | [2012-03-30] | 227.5 M | 23.6 M |
| Filed 2015-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| HF | Palisades Partners LP | 2012-03-30 | 36.4 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 10 | 2.0 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 2.1 |
| By Discretionary | ||
| Discretionary | 11 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1.8 | |
| Total | 11 | 2.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Geoff Ruddick | Director | 256 | 66 | |
| Ebony Myles-Berry | Director | 93 | 36 | |
| Ian Goodall | Director | 141 | 33 | |
| Todd Mason | Executive Officer | 51 | 2 | |
| Frank Fiorello | Executive Officer | 48 | 2 | |
| Robert Zoellner Jr | Director, Executive Officer | 48 | 2 | |
| James Jalil | Director | 41 | 2 | |
| Victoria Zoellner | Director | 40 | 2 | |
| Michael Smircich | Executive Officer | 39 | 2 | |
| Gerald Post | Executive Officer | 39 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001396835] | |
| 13F-NT | [0001396835] | |
| SC 13G | [0001396835] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.9B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 549300RWX418KRTZRJ23 |
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