ALPSTONE CAPITAL (SUISSE) S.A.
B53
CRD 287834·SEC 801-120713
AUM
$199.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$597K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $2.02B
'23 · $2.04B
'25 · $904.1M
'26 · $199.0M
'22'26
$2.02B → $199.0M▼ -90%
Operations
Advisory staff (5-yr trend)
'22 · 9 advisors
'23 · 7 advisors
'25 · 6 advisors
'26 · 5 advisors
'22'26
9 advisors → 5 advisors▼ -44%
Primary office
—
Branches
—
Custodian & Brokerage
Filings
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
2025-11-212025-11-21 · 0000902664-25-005123
2024-11-222024-11-22 · 0000902664-24-006761
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O ALPSTONE CAPITAL (GP) LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Business
C/O ALPSTONE CAPITAL (GP) LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Edgar Recent Filings
D/A2025-11-21 · 0000902664-25-005123
D/A2024-11-22 · 0000902664-24-006761
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited