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| Alpine Woods Capital Investors LLC
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|---|---|
| CRD # | 112496 |
| SEC # | 801-55110 |
| CIK # | 0001226886 |
| AUM | 180.6 M (2026-04-21) |
| Employees | 12 (25% Investors, 0% Brokers) |
| Phone | 914-251-0880 |
| Address | 2500 Westchester Avenue Purchase, NY 10577 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Harris Corp /DE/ | 0.0 | ||
| Agnico Eagle Mines Ltd | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Steel Dynamics Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Alpine Woods Capital Return Masters LP | [2020-05-15] | 40.2 M | 7.5 M |
| Filed 2025-01-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Commission $120,000 · Net Assets Decline to Disclose | ||||
| HF | Alpine Woods Momentum Masters LP | [2020-05-15] | 40.5 M | 6.5 M |
| Filed 2025-01-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Commission $120,000 · Net Assets Decline to Disclose | ||||
| HF | Alpine Woods Global Growth Values LP | 2012-03-30 | 8.9 M | |
| HF | Alpine Woods Growth Values Financial Equities LP | 2012-03-30 | 11.6 M | |
| HF | Alpine Woods Growth Values LP | 2012-03-30 | 102.7 M | |
| AUM Breakdown | Accounts | AUM ($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 | 3 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 4 | 0.2 |
| By Discretionary | ||
| Discretionary | 4 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 4 | 0.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brian Hennessey | Executive Officer | 2 | 1 | |
| Stephen Lieber | Executive Officer | 2 | 1 | |
| Sarah Hunt | Executive Officer | 2 | 1 | |
| Mark Spellman | Executive Officer | 2 | 1 | |
| Arleen Baez | Executive Officer | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001226886] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.4B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 254900SA7IHKRR912223 |
| Related Firms | State | AUM |
|---|---|---|
|
Saxon Woods Advisors LLC
✚
|
NY | 669.6 M |
|
Alpine Woods Capital Investors LLC
✚
|
NY | 180.6 M |
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|---|---|---|
|
X Cubed Capital Management LLC
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|
MN | 184.0 M |
|
Open Door Investment Management Ltd
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|
CA | 183.4 M |
|
Smith Asset Management Group LP
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TX | 182.2 M |
|
Emmett Investment Management LP
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|
NY | 181.6 M |
|
Stonepine Capital Management LLC
✚
|
OR | 181.0 M |
|
2E Capital Partners LP
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NY | 180.0 M |
|
Daventry Group LP
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NY | 179.9 M |
|
Arc24 Management LP
✚
|
NY | 179.7 M |
|
Gallo Partners LP
✚
|
179.0 M | |
|
Candelo Capital Management LP
✚
|
NY | 178.1 M |