$184.0M Total AUM
$184.0M Disc. AUM
26.2% 3Y CAGR
4 Employees
141 ADV. Clients
19 yrs Firm Age
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- Custodian
- Pershing ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 08-10-2006
- Office Locations
- 2
Office Locations
-- Tahoe City CA
-- Venice CA
About Alpenglobal Capital, LLC
Alpenglobal Capital, LLC is a Tahoe City-based RIA with 2 offices. The firm has been operating for 19 years. Managing $184.0M in total assets under management, with 2 advisory representatives. They custody assets with Pershing and RBC. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
51 AVG AGE
$92.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
12.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Legacy Value foundation Vertex Element beacon Oak capital Catalyst Vector peak
Client Personas
Legacy pathway
Custodian
Insight Radial Frontier catalyst
Investment Themes
Insight pioneer Eagle Vital north
Investment Vehicles
Momentum radial
Services
Harbor signal Unison Value timber Crest Zenith Crest
Technology
Signal
Owner & Executives
A
ALEX JOHN GUTT
Managing Director
- CRD
- #5122703
- Ownership
- 75% or more
(272) 274-5710
bridge.pioneer@horizoncapital.com
in linkedin.com/in/peak-horizon
KAREN SCHORR CRAIG
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2416368
- Ownership
- Less than 5%
(492) 787-9742
oak.catalyst@vitalcapital.com
in linkedin.com/in/crest-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,036,686 | $641,243 |
| Non-Discretionary | $0 | -- |
| Total | $184,036,686 | $641,243 |
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Separately Managed Accounts
Total SMA Asset: $184,036,686
Equity - Exchange:
25.1% Cash:
74.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,723,566,000 | 25.1% |
| Cash | $5,143,230,812 | 74.9% |
| Total | $6,866,796,812 | 100.0% |