SourcingSourcing

ALPINE PEAKS CAPITAL, LP

B59
CRD 290241·SEC 801-123379·NEW YORK, NY
AUM
$137.3M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$412K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALPINE PEAKS CAPITAL, LP
CRD
290241
SEC file #
801-123379
EIN
364883721
DBA names
—

Economics

AUM
$137.3M
AUM band
$100M-$500M
AUM trajectory
'23'26
$135.1M → $137.3M▲ +2%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
3 advisors → 2 advisors▼ -33%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
alpinepeakscapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OPPOLD, JENNIFER, RALPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
OPPOLD, JENNIFER, RALPH
ALPINE PEAKS CAPITAL GP, LLC
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
ALPINEPEAKSCAPITAL.COM
Rdap Domain Creation Date
2017-01-07T18:02:22Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001726311
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2018-01-05
Edgar Last Filing Date
2026-01-23
Edgar Form D Count
9
Edgar Form D Offerings
2026-01-232026-01-23 · 0000919574-26-000416
2025-01-242025-01-24 · 0000919574-25-000483

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Northern Trust8
Morgan Stanley6
E*trade4
Edgar Addresses
Mailing
C/O WALKER CORPORATE LIMITEDCAYMAN CORPORATE SERVICES,27 HOSPITAL RDGRAND CAYMAN, E9, KY1-9001
Business
C/O WALKER CORPORATE LIMITEDCAYMAN CORPORATE SERVICES,27 HOSPITAL RDGRAND CAYMAN, E9, KY1-9001
Edgar EIN
364883721
Edgar Recent Filings
D/A2026-01-23 · 0000919574-26-000416
D/A2025-01-24 · 0000919574-25-000483
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-07T18:02:22Z
Rdap Domain Last Changed
2025-12-08T06:05:15Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
7042353
Trust Company Affiliate
No

People (2)

2
OPPOLD, JENNIFER, RALPH
Direct Owner · 87.5%
7042353
GIANNETTO, VENERA, TINDARA
Executive Officer · 2.5%
6026812