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| Alpine Woods Capital Investors LLC
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|
|
|---|---|
| CRD # | 112496 |
| SEC # | 801-55110 |
| CIK # | 0001226886 |
| AUM | $360.9 MM (2023-03-31) |
| Employees | 15 (20% Investors, 0% Brokers) |
| Phone | 914-251-0880 |
| Address | 2500 Westchester Avenue Purchase, NY 10577 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| WFC | 152.3 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| LHX | 45.5 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| ABBV | 269.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Alpine Woods Capital Return Masters LP | [2020-05-15] | 40.2 | 49.0 |
| HF | Alpine Woods Momentum Masters | [2020-05-15] | 40.5 | 42.4 |
| HF | Alpine Woods Global Growth Values LP | 2012-03-30 | 8.9 | |
| HF | Alpine Woods Growth Values Financial Equities LP | 2012-03-30 | 11.6 | |
| HF | Alpine Woods Growth Values LP | 2012-03-30 | 269.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 0.4 |
| (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 | 3 | 0.4 |
| By Discretionary | ||
| Discretionary | 3 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 3 | 0.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Stephen Lieber | 2 | ||
| Mark Spellman | 2 | ||
| Brian Hennessey | 2 | ||
| Arleen Baez | 2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001226886] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Saxon Woods Advisors LLC
✚
|
NY | 0.8 |
|
Alpine Woods Capital Investors LLC
✚
|
NY | 0.4 |
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|---|---|---|
|
Incline Global Management LLC
✚
|
NY | 0.4 |
|
Hunting Hill Global Capital LLC
✚
|
NY | 0.4 |
|
White Oaks Investment Management Inc
✚
|
FL | 0.4 |
|
First Sabrepoint Capital Management LP
✚
|
TX | 0.4 |
|
Bandera Partners LLC
✚
|
NY | 0.4 |
|
Actusraypartners Limited
✚
|
0.4 | |
|
Nyes Ledge Capital Management LLC
✚
|
MA | 0.4 |
|
Crawford Lake Capital Management LLC
✚
|
NJ | 0.4 |
|
22NW LP
✚
|
WA | 0.4 |
|
Stanley Capital Management LLC
✚
|
TX | 0.4 |