Acr Alpine Capital Research, Llc
- Regulatory AUM
- $10.8B
- Discretionary
- $8.2B
- Clients
- 7,171
- Avg AUM / client
- $1.5M
- Accounts
- 7,168
- Employees
- 35
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6,002 | $2.5B | 23.3% |
| High net worth individuals | 958 | $2.3B | 20.9% |
| Investment companies | 2 | $228M | 2.11% |
| Pooled investment vehicles (non-investment companies) | 3 | $2.7B | 25.0% |
| Pension and profit sharing plans | 64 | $131M | 1.21% |
| Charitable organizations | 51 | $166M | 1.54% |
| Corporations and other businesses | 87 | $195M | 1.8% |
| Other | 4 | $2.6B | 24.1% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $109M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Acr Opportunity L.P. | Hedge Fund | Delaware | $63.9M | 32 |
| Acr Strategic Credit, Lp | Hedge Fund | Delaware | $45.1M | 27 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Virgil Tompras | Chief Executive Officer And Chief Investment Officer | CFA | Feb 1999 (27y) | Less than 5% |
| Darryl Stephen Grayson | Managing Director | Aug 2010 (16y) | Less than 5% | |
| Scibelli, Anthony, Christopher | Managing Director | Sep 2016 (10y) | Less than 5% | |
| Tompras, Jennifer | Trustee | Dec 2016 (10y) | GP / trustee / elected manager of Nicholas V Tompras Living Trust 9/23/23 As Amended (indirect) | |
| Nakum, Mitul, Devji | Chief Operating Officer | Mar 2017 (9y) | Less than 5% | |
| Stowell Iii, Joseph, Francis | Chief Compliance Officer | Jul 2018 (8y) | Less than 5% | |
| Timothy Paul Piechowski | Registered representative | CFA | Dec 2016 (10y) | |
| Willem Eduard Schilpzand | Registered representative | CFA | Dec 2016 (10y) | |
| Nicholas Foulger Taggart | Registered representative | CFP | Nov 2017 (9y) | |
| Gregory Halvachs | Registered representative | Feb 2023 (3y) | ||
| Willard Frederick Tow | Registered representative | Feb 2023 (3y) | ||
| Brandon Michael Reed | Registered representative | Mar 2026 (0y) | ||
| Burns Mcneil Lowry | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Acr Alpine Capital Research, Lp | Direct Owner | May 2018 | A | 75% or more |
| Alpine Investment Management, Llc | Elected Manager | May 2018 | B | 75% or more of Acr Alpine Capital Gp, Llc (indirect) |
| Alpine Holdings Corp | Sole Member | Jul 2022 | B | 75% or more of Alpine Investment Management, Llc (indirect) |
| Nicholas V Tompras Living Trust 9/23/23 As Amended | Sole Director | Jul 2022 | B | 75% or more of Alpine Holdings Corp (indirect) |
| Acr Alpine Capital Gp, Llc | General Partner | May 2018 | B | GP / trustee / elected manager of Acr Alpine Capital Research, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $109M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Acr Opportunity L.P. | Hedge Fund | $63.9M | $500K | 32 |
| Acr Strategic Credit, Lp | Hedge Fund | $45.1M | $500K | 27 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 1.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (17% of AUM) Jun 2026
- Wells Fargo $975M (9% of AUM) Jun 2026
- Stifel Nicolaus $747M (7% of AUM) Jun 2026
- RBC $217M (9% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗