Clients
Alpine Management Services III serves 16 clients. The average client has about $1.18 billion with the firm.
- Pooled investment vehicles16 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 16 | $18,913,648,910 | 100.0% | $1.18B |
| Total | 16 | $18,913,648,910 | 100% | $1.18B |
- Clients
- 16
- Regulatory AUM
- $18,913,648,910
- Share
- 100.0%
- Avg. per client
- $1.18B
Total
- Clients
- 16
- Regulatory AUM
- $18,913,648,910
- Share
- 100%
- Avg. per client
- $1.18B
What it does
Alpine Management Services III provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Alpine Management Services III provided financial planning to 0 clients last fiscal year and advises 16 private funds.
100.0% of assets ($18.91B across 16 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Alpine Management Services III has custody of $14.10B for 16 clients.
- All other custodians$18.91B100%
Ownership and leadership
Graham Weaver owns 75% or more of Alpine Management Services III, and Graham Weaver is its CEO.
- Owns 75% or more of Alpine Management Services III, LLC
Graham Weaver
Control person · since September 2002
Leadership
- Graham WeaverMember and Chief Executive Officer
- Mark StrauchPresident
- William AllenChief Financial Officer
- Alexandria StuartGeneral Counsel and Chief Compliance Officer
Staff
- 96 employees
- 73 in advisory functions
Fees
Alpine Management Services III is paid through a percentage of assets under management and performance-based fees.
Alpine Management Services III’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Alpine Management Services III has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- One California Street, Suite 2900, San FranciscoHQ
New York · 1 listed address
- 124 E 14th ST., New York
Texas · 1 listed address
- 401 Congress Ave., Austin
Registration details
- Legal name
- Alpine Management Services III, LLC
- Headquarters
- One California Street, Suite 2900, San Francisco, CA 94111
- Phone
- 415-392-9100
- Website
- Not reported
- SEC file
- 801-73159
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Alpine Management Services III have?
Alpine Management Services III has 16 clients and manages $18.9 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Alpine Management Services III offer?
Alpine Management Services III provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Alpine Management Services III have?
Alpine Management Services III has 0 investment adviser representatives registered with state securities authorities, out of 96 employees, and 73 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
Who owns Alpine Management Services III?
Alpine Management Services III’s direct owner is Graham Weaver (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Alpine Management Services III get paid?
Alpine Management Services III 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