Alpine Peaks Capital provides investment advisory services on a discretionary basis to pooled investment vehicles intended for sophisticated and institutional investors. Alpine Peaks Capital's strategies primarily invest in small and mid-cap equities. The firm also provides non-discretionary stock rankings, trade ideas, and research services to independent firms.
Assets Under Management$160M
Clients4
AdvisorsN/A
Avg. per Client$41M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees are generally not negotiable; however, Alpine Peaks Capital, in its sole discretion, may waive or modify the fees for certain investors in pooled investment vehicles who are members, employees or affiliates of Alpine Peaks Capital or a related person of Alpine Peaks Capital, relatives of such persons and for certain large or strategic investors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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