ACR ALPINE CAPITAL RESEARCH, LLC
C34
CRD 110933·SEC 801-60694·ST. LOUIS, MO
AUM
$10.79B
$1B+
Est. Revenue
$107.9M
@ 1% on AUM
Est. EBITDA
$32.4M
@ 30% margin
Est. Deal Value
$259.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $3.61B
'21 · $3.70B
'22 · $2.47B
'23 · $4.56B
'25 · $8.51B
'26 · $10.79B
'20'26
$3.61B → $10.79B▲ +199%
Client mix
| Individuals Other | 6,002 |
| Individuals High Net Worth | 958 |
| Corporations | 87 |
| Pension Profit Sharing Plans | 64 |
| Charitable Organizations | 51 |
Operations
Advisory staff (5-yr trend)
'20 · 12 advisors
'21 · 12 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 11 advisors
'26 · 11 advisors
'20'26
12 advisors → 11 advisors▼ -8%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2021-12-232021-12-23 · 0001085146-21-003441
2021-01-062021-01-06 · 0001085146-21-000014
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
8000 MARYLAND AVENUE, SUITE 700SAINT LOUIS, MO 63105
Business
8000 MARYLAND AVENUE, SUITE 700SAINT LOUIS, MO 63105
Edgar Recent Filings
D/A2021-12-23 · 0001085146-21-003441
D/A2021-01-06 · 0001085146-21-000014