ACR Alpine Capital Research is an investment firm that manages investment portfolios for institutional investors and intermediaries. ACR offers several investment strategies, including Equity Quality Return and Equity Partners. ACR also manages commingled funds, including mutual funds and limited partnerships. ACR provides recommendations to unified managed account program sponsors.
Assets Under Management$8.5B
Clients6,389
Advisors8
Avg. per Client$1.3M
Avg. per Advisor$1.1B
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Minimum Annual Fee:$100,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.88% |
| $50M+ | 0.75% |
A minimum of $10,000,000 of assets under management is required for this service, and the minimum fee is $100,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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