ALPINE PEAKS CAPITAL, LP
Adviser information for ALPINE PEAKS CAPITAL, LP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $213.4M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $213.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $174.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 1 | $38.5M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 60 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
1133 BROADWAY SUITE 1004NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 347-990-2940, Fax: None
Chief Compliance Officer
VENERA GIANNETTO
CFO
1133 BROADWAY SUITE 1004
NEW YORK
NY
United States
Tel:
347-990-1174
V*@*********************M
(Full email address available in API data)
Regulatory Contact
JENNIFER RALPH OPPOLD
MANAGING MEMBER
1133 BROADWAY SUITE 1004
NEW YORK
NY
United States
Tel:
347-990-2878
J**@*********************M
(Full email address available in API data)
Industry Affiliates
| ALPINE PEAKS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ALPINE PEAKS LONG HORIZON FUND, LP | Hedge Fund | $28.0M | $0.1M | 7 |
| ALPINE PEAKS OPPORTUNITY FUND, LP | Hedge Fund | $7.0M | $1.0M | 9 |
| ALPINE PEAKS OPPORTUNITY MASTER FUND, LP | Hedge Fund | $146.9M | $1.0M | 17 |
| ALPINE PEAKS OPPORTUNITY OFFSHORE FUND, LTD. | Hedge Fund | $20.4M | $1.0M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GIANNETTO, VENERA, TINDARA | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | 01/2018 | < 5% |
| OPPOLD, JENNIFER, RALPH | Individual | – | MANAGING MEMBER | 03/2017 | > 75% |
| ALPINE PEAKS CAPITAL GP, LLC | Domestic Entity | – | GENERAL PARTNER | 03/2017 | < 5% |
| OPPOLD, JENNIFER, RALPH | Individual | ALPINE PEAKS CAPITAL GP, LLC | MANAGING MEMBER | 03/2017 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ADVANCED DRAIN SYS INC DEL | COM | 3M | 21K | – |
| AMPHENOL CORP NEW | CL A | 2M | 32K | – |
| BARRETT BUSINESS SVCS INC | COM | 5M | 158K | – |
| BRIGHT HORIZONS FAM SOL IN D | COM | 8M | 72K | – |
| COGNEX CORP | COM | 11M | 240K | – |
| EVERTEC INC | COM | 8M | 232K | – |
| HEICO CORP NEW | COM | 5M | 20K | – |
| HEICO CORP NEW | CL A | 7M | 39K | – |
| INSPERITY INC | COM | 3M | 28K | – |
| INTER PARFUMS INC | COM | 12M | 102K | – |
| HENRY JACK & ASSOC INC | COM | 6M | 36K | – |
| LITTELFUSE INC | COM | 1M | 5K | – |
| MARAVAI LIFESCIENCES HLDGS I | COM CL A | 2M | 297K | – |
| MEDPACE HLDGS INC | COM | 11M | 27K | – |
| QUALYS INC | COM | 6M | 43K | – |
| RESOURCES CONNECTION INC | COM | 4M | 345K | – |
| ROBERT HALF INTL INC | COM | 7M | 114K | – |
| ROLLINS INC | COM | 14M | 284K | – |
| SERVICE CORP INTL | COM | 8M | 112K | – |
| TREX CO INC | COM | 7M | 94K | – |
| TRIMBLE INC | COM | 7M | 120K | – |
| TRINET GROUP INC | COM | 3M | 26K | – |
| U S PHYSICAL THERAPY | COM | 8M | 86K | – |
| WABTEC | COM | 9M | 58K | – |
| WEST PHARMACEUTICAL SVSC INC | COM | 7M | 21K | – |