AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Alpine Hill Advisors LLC
Alpine Hill Advisors LLC is an SEC-registered investment advisory firm in Westport, CT, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Alpine Hill Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Alpine Hill Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Alpine Hill Advisors LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Alpine Hill Advisors LLC located?
Alpine Hill Advisors LLC's principal office is in Westport, CT, according to its Form ADV.
Is Alpine Hill Advisors LLC registered with the SEC or a state?
Alpine Hill Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325412.
How much does Alpine Hill Advisors LLC manage?
Alpine Hill Advisors LLC reports $114,540,048 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Alpine Hill Advisors LLC's assets and staff changed since 2023?
In the Form ADV data for Alpine Hill Advisors LLC: Regulatory assets under management: $179,445,441 in the October 2023 data and $114,540,048 in the October 2026 data, down 36%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Alpine Hill Advisors LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (24).
Which custodians does Alpine Hill Advisors LLC use?
Alpine Hill Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Alpine Hill Advisors LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325412
Does Alpine Hill Advisors LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Alpine Hill generally requires a minimum relationship size of $1,000,000, which may be reduced at the sole discretion of the Advisor."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
Wealth management fees are based on the market value of assets under management at the end of the prior month. Wealth management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Alpine Hill generally requires a minimum relationship size of $1,000,000, which may be reduced at the sole discretion of the Advisor.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$114,540,048 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $114,540,048 | 4 | March 23, 2026 |
| October 2025 | $115,275,174 | 4 | March 21, 2025 |
| October 2024 | $158,419,859 | 3 | August 15, 2024 |
| October 2023 | $179,445,441 | 3 | July 25, 2023 |
Regulatory assets under management: $179,445,441 in the October 2023 data and $114,540,048 in the October 2026 data, down 36%.
Total employees: 3 in October 2023 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alpine Hill Advisors LLC (CRD 325412): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alpine-hill-advisors-llc-westport-ct-325412