Alpine Hill Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Alpine Hill Advisors reports 56 clients. They include 32 high-net-worth individuals and 24 individual clients. Of its assets, 100.0% ($115M across 172 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 3% |
| High-net-worth individuals | 57% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 24 | $3.94M | 3.4% | $164K |
| High-net-worth individuals | 32 | $111M | 96.6% | $3.46M |
| Total | 56 | $115M | 100% | $2.05M |
- Clients
- 24
- Regulatory AUM
- $3.94M
- AUM share
- 3.4%
- Avg. per client
- $164K
- Clients
- 32
- Regulatory AUM
- $111M
- AUM share
- 96.6%
- Avg. per client
- $3.46M
Total
- Clients
- 56
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- $2.05M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Alpine Hill Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Lifestyle Management
- Annual fees range from $50,000 to $500,000 based on the scope of services and the level of activity and staffing required.
Brandon Pacilio owns 75% or more of Alpine Hill Advisors. The leadership team of Alpine Hill Advisors includes Chief Compliance Officer Brandon Pacilio. It has 4 employees, 2 of them in advisory roles.
Leadership
Brandon PacilioManaging Partner / Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Alpine Hill Advisors LLC
Brandon Pacilio
Control person · since February 2023
Alpine Hill Advisors’ regulatory assets fell from $179M (July 2023) to $115M (March 2026); clients rose from 36 to 56 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $115M | 56 | 4 | 1 |
| March 2025 | $115M | 48 | 4 | 1 |
| June 2024 | $158M | 40 | 3 | 1 |
| July 2023 | $179M | 36 | 3 | 2 |
Besides its headquarters, Alpine Hill Advisors has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 1 Turkey Hill Road South, Suite 204, WestportHQ
Contact and registration details
- Legal name
- Alpine Hill Advisors LLC
- Headquarters
- 1 Turkey Hill Road South, Suite 204, Westport, CT 06880
- Website
- alpinehilladvisors.com
- Phone
- 203-246-5592
- @alpine-hill-advisors
- SEC file
- 801-127515
- Structure
- Delaware LLC
- Fiscal year end
- December
Alpine Hill Advisors uses Fidelity ($113M) as custodian for its separately managed accounts. Alpine Hill Advisors has custody of $46.4M in client assets for 8 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $113M100%
At year end, Alpine Hill Advisors’ separately managed accounts were mostly in bonds (54%) and funds (28%).
What the accounts hold
- Stocks15%
- Funds28%
- Registered funds27%
- Pooled vehicles1%
- Bonds54%
- Investment grade corporate bonds22%
- State and local bonds19%
- High-yield corporate bonds8%
- U.S. government and agency bonds4%
- Sovereign bonds1%
- Cash3%
How many clients does Alpine Hill Advisors have?
Alpine Hill Advisors has 56 clients and manages $115 million for them, as of March 2026. They include 32 high-net-worth individuals and 24 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Alpine Hill Advisors offer?
Alpine Hill Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Alpine Hill Advisors use?
Alpine Hill Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $113M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Alpine Hill Advisors have?
Alpine Hill Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alpine Hill Advisors invest in?
At the end of its last fiscal year, Alpine Hill Advisors’ separately managed accounts held 27% registered funds (mutual funds, ETFs, BDCs), 22% investment grade corporate bonds, 19% state and local bonds, 15% exchange-traded equities, 8% high-yield corporate bonds, 4% U.S. government and agency bonds, 3% cash and equivalents, 1% sovereign bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alpine Hill Advisors?
Alpine Hill Advisors’ direct owner is Brandon Pacilio (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Alpine Hill Advisors get paid?
Alpine Hill Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Alpine Hill Advisors?
Alpine Hill Advisors’ main office is at 1 Turkey Hill Road South, Suite 204, Westport, CT 06880. Its phone number is 203-246-5592. Its website is alpinehilladvisors.com.