Adviser Record

Acr Alpine Capital Research, LLC

Registered investment adviser · St. Louis, MO · CRD #110933

Form ADV data as of 2026-09-01
Regulatory assets
$10.79 billion
Total accounts
7,168
Employees
35
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$8.19 billion
Non-discretionary regulatory assets under management$2.60 billion
Total regulatory assets under management$10.79 billion
Discretionary accounts7,164
Non-discretionary accounts4
Total accounts7,168
Regulatory assets under management attributable to non-U.S. persons$2.57 billion

People

Total employees (excluding clerical)35
Employees performing investment advisory functions (including research)11
Employees who are registered representatives of a broker-dealer5
Employees registered as investment adviser representatives with a state7
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf1

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsYes
A related person has custody of client securitiesYes
Client funds and securities held in a related person's custody$134.3 million
Clients for whom a related person has custody2
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients19

How the firm is compensated

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsEducational seminars/workshopsOther

Affiliated related persons

Other investment adviser (including financial planners)Commodity pool operator or commodity trading advisorSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Individuals (other than high net worth individuals)6,002$2.52 billion
High net worth individuals958$2.25 billion
Investment companies2$228.1 million
Pooled investment vehicles (other than investment companies and BDCs)3$2.70 billion
Pension and profit sharing plans (not the participants or government plans)64$131.0 million
Charitable organizations51$166.1 million
Corporations or other businesses not listed above87$194.7 million
Other4$2.60 billion