{"url":"https://nivawealth.com/firms/acr-alpine-capital-research-110933","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110933","regulatoryAum":10792944280,"crd":"110933","secFileNumber":"801-60694","legalName":"Acr Alpine Capital Research, LLC","displayName":"Acr Alpine Capital Research","website":null,"linkedinUrl":"https://www.linkedin.com/company/acr-alpine-capital-research-llc/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"190 Carondelet Plaza, Suite 1300","city":"ST. 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Louis, MO","smaAssets":746865090},{"name":"Wells Fargo & Co., Inc.","shortName":"Wells Fargo &","location":"ST. Louis, MO","smaAssets":975204317}],"custodyNote":"Acr Alpine Capital Research has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Nicholas Tompras","title":"Chief Executive Officer and Co-Chief Investment Officer","crd":"1362041"},{"name":"Willem Schilpzand","title":"President","crd":"4986109"},{"name":"Mitul Nakum","title":"Chief Operating Officer","crd":"3187240"},{"name":"Joseph Stowell III","title":"Chief Compliance Officer","crd":"4795450"},{"name":"Timothy Piechowski","title":"Co-Chief Investment Officer","crd":"4825429"}],"ownership":[{"label":"Acr Alpine Capital Research, LP","detail":"Direct owner in the 75% or more ownership band and a control person, since May 2018."},{"label":"Acr Alpine Capital GP, LLC","detail":"Indirect owner: general partner of Acr Alpine Capital Research, LP and a control person, since May 2018.","parent":"Acr Alpine Capital Research, LP"},{"label":"Nicholas Tompras","detail":"Indirect owner: trustee of Nicholas V Tompras Living Trust 9/23/23 As Amended and a control person, since December 2016.","parent":"Nicholas V Tompras Living Trust 9/23/23 As Amended"},{"label":"Alpine Investment Management, LLC","detail":"Indirect owner: a elected manager of Acr Alpine Capital GP, LLC in the 75% or more band and a control person, since May 2018.","parent":"Acr Alpine Capital GP, LLC"},{"label":"Alpine Holdings Corp","detail":"Indirect owner: a sole member of Alpine Investment Management, LLC in the 75% or more band and a control person, since July 2022.","parent":"Alpine Investment Management, LLC"},{"label":"Nicholas V Tompras Living Trust 9/23/23 As Amended","detail":"Indirect owner: a sole director of Alpine Holdings Corp in the 75% or more band and a control person, since July 2022.","parent":"Alpine Holdings Corp"},{"label":"Jennifer Tompras","detail":"Indirect owner: trustee of Nicholas V Tompras Living Trust 9/23/23 As Amended and a control person, since December 2016.","parent":"Nicholas V Tompras Living Trust 9/23/23 As Amended"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":7,"privateResidences":6},"listedOfficeAddresses":2,"officesByState":[{"state":"Missouri","offices":1,"addresses":[{"street":"190 Carondelet Plaza, Suite 1300","city":"ST. 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They include 6,002 other individuals, 958 high-net-worth individuals and 87 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Acr Alpine Capital Research offer?","answer":"Acr Alpine Capital Research provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, educational seminars and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Acr Alpine Capital Research use?","answer":"Acr Alpine Capital Research’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $1,815,503,593, Wells Fargo & Co., Inc. (ST. Louis, MO), with $975,204,317 and Stifel, Nicolaus & Company, Inc. (ST. Louis, MO), with $746,865,090. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Acr Alpine Capital Research have?","answer":"Acr Alpine Capital Research has 7 investment adviser representatives registered with state securities authorities, out of 35 employees, and 11 perform investment advisory functions. 5 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Acr Alpine Capital Research invest in?","answer":"At the end of its last fiscal year, Acr Alpine Capital Research’s separately managed accounts held 97% exchange-traded equities, 2% cash and equivalents and 1% registered funds (mutual funds, ETFs, BDCs). It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Acr Alpine Capital Research?","answer":"Acr Alpine Capital Research’s direct owner is Acr Alpine Capital Research, LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Acr Alpine Capital Research get paid?","answer":"Acr Alpine Capital Research is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/acr-alpine-capital-research-110933/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-29","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1508822/000150882226000005/0001508822-26-000005-index.html","totalValue":7044021643,"positionCount":38,"top10Share":0.7036694769280963,"top10":[{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"ACCES TREASURY","cusip":"381430529","value":1353352775,"shares":13511909,"shareType":"SH","priorValue":1115488232,"priorShares":11133728},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":545143514,"shares":2146488,"shareType":"SH","priorValue":527350803,"priorShares":2157384},{"issuer":"CHEVRON 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}