← Tributary

ALPINE INVESTORS

SAN FRANCISCO, CA · CRD 157255 · IAPD ↗ · alpineinvestors.com · 415-392-9100

$18.91BRegulatory AUM
73Advisory reps
96Employees
0Clients
0Planning clients
16Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — ALPINE INVESTORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — ALPINE INVESTORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — ALPINE INVESTORS grew from 68 to 73 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — ALPINE INVESTORS shrank from 102 to 68 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
56
April 2024 — ALPINE INVESTORS reported RAUM up 56% ($11.05B -> $17.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — ALPINE INVESTORS grew from 67 to 102 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.