SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Acr Alpine Capital Research, LLC
St. Louis, MO
CRD 110933
Firm filing updated June 24, 2026 ·
- $10.8BAssets
- 7,171Clients
- 11Advisory staff
- 7,168Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals6,002
- High net worth individuals958
- Corporations or other businesses87
- Pension and profit sharing plans64
- Charities51
- and 2 more5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6,002 | $2.5 billion |
| High net worth individuals | 958 | $2.3 billion |
| Investment companies | 2 | $228.1 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $2.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 64 | $131.0 million |
| Charitable organizations | 51 | $166.1 million |
| Corporations or other businesses not listed above | 87 | $194.7 million |
| Other: "UMA/MODEL PROGRAMS" | 4 | $2.6 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other: "INVESTMENT ADVISORY TO UMA MODELS"
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other: "INVESTMENT ADVISORY TO UMA MODELS"
Assets and accounts
- Regulatory assets$10.8 billion
- Accounts7,168
- Discretionary$8.2 billion · 7,164 accounts
- Non-discretionary$2.6 billion · 4 accounts
People
- Employees35
- Advisory staff11
- Broker-dealer reps5
- Licensed insurance agents0
- Planning clients0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 110933, SEC file 801-60694.
- Registered with the SEC as an investment advisor (status date on record: November 13, 2001).
Is Acr Alpine Capital Research, LLC a fiduciary?
Short answer: Acr Alpine Capital Research, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 5 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.