SourcingSourcing

ALPINE MANAGEMENT SERVICES III, LLC

C26
CRD 157255·SEC 801-73159·SAN FRANCISCO, CA
AUM
$18.91B
$1B+
Est. Revenue
$189.1M
@ 1% on AUM
Est. EBITDA
$56.7M
@ 30% margin
Est. Deal Value
$453.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALPINE MANAGEMENT SERVICES III, LLC
CRD
157255
SEC file #
801-73159
EIN
—
DBA names
Alpine Investors

Economics

AUM
$18.91B
AUM band
$1B+
AUM trajectory
'20'26
$1.88B → $18.91B▲ +906%
Client mix
Pooled Investment Vehicles16

Operations

Employees (total)
96
Advisory staff (per ADV)
73
Advisory staff (5-yr trend)
'20'26
30 advisors → 73 advisors▲ +143%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
alpineinvestors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEAVER, GRAHAM, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
WEAVER, GRAHAM, CHARLES
ALLEN, WILLIAM, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALPINEINVESTORS.COM
Rdap Domain Creation Date
2001-04-09T20:03:33Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
387
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs40
Jpmorgan32
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-04-09T20:03:33Z
Rdap Domain Last Changed
2025-03-11T14:55:42Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2196703
Trust Company Affiliate
No

People (4)

4
WEAVER, GRAHAM, CHARLES
Direct Owner · 87.5%
2196703
ALLEN, WILLIAM, ANTHONY
Executive Officer · 2.5%
8243768
STRAUCH, MARK, SCUREMAN
Executive Officer · 2.5%
3113719
STUART, ALEXANDRIA, PERRIN
Executive Officer · 2.5%
7675515