ALPINE PEAKS CAPITAL, LP

other names
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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 3
Registration SEC, Approved, 03/08/2022
Other registrations (1)
Former registrations

ALPINE PEAKS CAPITAL, LP

AUM* 213,414,250 27.37%
of that, discretionary 213,414,250 27.37%
Private Fund GAV* 174,921,779 20.92%
Avg Account Size 42,682,850 27.37%
SMA’s No
Private Funds 4
Contact Info 1-3 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
168M 144M 120M 96M 72M 48M 24M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$174,921,779

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Brochure Summary

Overview

A. General Description of Advisory Firm. The Adviser is an investment adviser with its principal place of business in New York, New York. The firm commenced operations as an investment adviser on January 1, 2018. Jennifer Oppold is the Adviser’s principal owner. B. Description of Advisory Services. The Adviser provides investment advisory services on a discretionary basis to its clients, which include pooled investment vehicles (the “Funds”) intended for sophisticated investors and institutional investors (the “Investors”) and may provide such services to separately managed accounts for institutions in the future. The Adviser’s strategies primarily invest in small and mid-cap equities. The Adviser is also a sub- adviser to a UCITs fund (the “UCITs Fund”). The Funds and the UCITs Fund are collectively referred to as the ”Clients.” C. Availability of Tailored Services for Individual Clients. The Adviser does not provide tailored advice to client accounts based on specific investment objectives and strategies. Clients may impose restrictions on investing in certain securities or certain types of securities if they share “do not trade lists” with Alpine Peaks Capital in advance of making an investment.
D. Wrap Fee Programs. The Adviser does not participate in wrap-fee programs. E. Client Assets Under Management. As of December 31, 2023, the Adviser managed approximately $213,414,250 of client assets on a discretionary basis. The Adviser does not manage any Client assets on a non-discretionary basis. This Brochure does not constitute an offer to sell or solicitation of an offer to buy any securities. The securities of the Funds are offered and sold on a private placement basis under exemptions promulgated under the Securities Act of 1933 and other applicable state, federal or non-U.S. laws. Significant suitability requirements apply to prospective investors in the Funds, including requirements that they be "accredited investors" as defined in Regulation D, "qualified purchasers" as defined in the Investment Company Act, or non- "U.S. Persons" as defined in Regulation S. Persons reviewing this Brochure should not construe this as an offer to sell or a solicitation of an offer to buy the securities of any of the Funds described herein. Any such offer or solicitation will be made only by means of a confidential private placement memorandum.