Alpine Associates Management Inc.
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 11
- Avg AUM / client
- $190M
- Accounts
- 11
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $2.0B | 97.8% |
| Corporations and other businesses | 1 | $45.3M | 2.16% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Alpine Heritage, L.P. | Hedge Fund | New Jersey | $1.1B | 235 |
| Alpine Institutional, L.P. | Hedge Fund | New Jersey | $384M | 3 |
| Alpine Heritage Ii, L.P. | Hedge Fund | New Jersey | $202M | 85 |
| Alpine Dedicated, L.P. | Hedge Fund | New Jersey | $199M | 3 |
| Alpine Merger Growth, L.P. | Hedge Fund | New Jersey | $159M | 52 |
| Alpine Associates, A Limited Partnership | Hedge Fund | New Jersey | $139M | 31 |
| Alpine Heritage Japan Trust | Hedge Fund | Cayman Islands | $132M | 13 |
| Alpine Heritage Offshore Fund Ltd. | Hedge Fund | British Virgin Islands | $130M | 24 |
| Alpine Partners, L.P. | Hedge Fund | New Jersey | $35.5M | 17 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jalil, James, P. | Director | Jan 2015 (12y) | Less than 5% | |
| Mason, Todd, J. | Chief Operating Officer, Chief Compliance Officer | Jan 2015 (12y) | Less than 5% | |
| Smircich, Michael, C | Director Of Operations | Jan 2015 (12y) | Less than 5% | |
| Zoellner, Robert, Emil | Chief Executive Officer, Chief Investment Officer, Director | Jan 2015 (12y) | Less than 5% | |
| Zoellner, Victoria, E. | Chairman, Director | Jan 2015 (12y) | 75% or more | |
| Coan, Stephen, Samuel | Director | Jan 2016 (11y) | Less than 5% | |
| Post, Neal | Cfo | Jan 2019 (8y) | Less than 5% |
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 (9, $2.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Alpine Heritage, L.P. | Hedge Fund | $1.1B | $100K | 235 |
| Alpine Institutional, L.P. | Hedge Fund | $384M | $100K | 3 |
| Alpine Heritage Ii, L.P. | Hedge Fund | $202M | $100K | 85 |
| Alpine Dedicated, L.P. | Hedge Fund | $199M | $100K | 3 |
| Alpine Merger Growth, L.P. | Hedge Fund | $159M | $100K | 52 |
| Alpine Associates, A Limited Partnership | Hedge Fund | $139M | $100K | 31 |
| Alpine Heritage Japan Trust | Hedge Fund | $132M | $1.0M | 13 |
| Alpine Heritage Offshore Fund Ltd. | Hedge Fund | $130M | $100K | 24 |
| Alpine Partners, L.P. | Hedge Fund | $35.5M | $100K | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 3.85 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 pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $231M (6% of AUM) Mar 2021
- J.P. Morgan $40.4M (2% of AUM) Mar 2026
- Credit Suisse Securities (Usa) Llc $9.3M (0% of AUM) Mar 2022
- UBS $8.3M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗