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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

ALPINE ASSOCIATES MANAGEMENT INC.

CRD 138901

PALM BEACH, FL

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Search this name across graphsid dfx:ria:01a1834d-28d6-cd80-2a37-143dc6795e8f

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 6
On other graphs: 0
Observed: Mar 30, 2012 to Mar 26, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.98 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 26
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 11
Private funds: 9Schedule D 7.B(1)
Custody, client assets: $2.0B
SEC number: 801-65726
CRD: 138901
Filings on the tape: 25
First filed: Mar 30, 2012
Latest filed: Mar 26, 2026
Organised: Corporation, DE
Website: alpineassociatesmanagement.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ALPINE HERITAGE, L.P.	Hedge Fund	$1.1B	Mar 25, 2024	235	Mar 30, 2012	reported	021-113808
ALPINE INSTITUTIONAL, L.P.	Hedge Fund	$384M	Mar 25, 2024	3	Mar 30, 2012	reported	021-105532
ALPINE HERITAGE II, L.P.	Hedge Fund	$202M	Mar 25, 2024	85	Mar 30, 2012	reported	021-153443
ALPINE DEDICATED, L.P.	Hedge Fund	$199M	Mar 25, 2024	3	Feb 26, 2013	reported	021-174480
ALPINE MERGER GROWTH, L.P.	Hedge Fund	$159M	Mar 25, 2024	52	Mar 28, 2018	reported	021-307560
ALPINE ASSOCIATES, A LIMITED PARTNERSHIP	Hedge Fund	$139M	Mar 25, 2024	31	Mar 30, 2012	reported	021-21484
ALPINE HERITAGE JAPAN TRUST	Hedge Fund	$132M	Mar 25, 2024	13	Aug 25, 2015	reported	021-237590
ALPINE HERITAGE OFFSHORE FUND LTD.	Hedge Fund	$130M	Mar 25, 2024	24	Mar 30, 2012	reported	021-161090
PALISADES PARTNERS, L.P.	Hedge Fund	$36.4M	Mar 29, 2021	17	Mar 30, 2012	dropped	021-83329
ALPINE PARTNERS, L.P.	Hedge Fund	$35.5M	Mar 25, 2024	17	Mar 30, 2012	reported	021-129119

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COAN, STEPHEN, SAMUEL	Director	Na	yes	01/2016	Mar 29, 2016	Mar 25, 2024
JALIL, JAMES, P.	Director	Na	yes	01/2015	Feb 24, 2015	Mar 25, 2024
MASON, TODD, J.	CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	01/2015	Mar 30, 2012	Mar 25, 2024
POST, NEAL	Cfo	Na	yes	01/2019	Mar 28, 2019	Mar 25, 2024
SMIRCICH, MICHAEL, C	DIRECTOR OF OPERATIONS	Na	yes	01/2015	Mar 30, 2012	Mar 25, 2024
ZOELLNER, ROBERT, EMIL	CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR	Na	yes	01/2015	Mar 30, 2012	Mar 25, 2024
ZOELLNER, VICTORIA, E.	CHAIRMAN, DIRECTOR	E	yes	01/2015	Mar 30, 2012	Mar 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ENGLEWOOD CLIFFS	Nj	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$2.1B	$2.1B	26	13	0	9	n/a
2024	Mar 26, 2025	$2.4B	$2.4B	26	9	0	9	n/a
2023	Mar 25, 2024	$2.7B	$2.7B	26	9	1	9	$2.4B
2022	Mar 30, 2023	$3.0B	$3.0B	24	9	1	9	$2.6B
2021	Mar 31, 2022	$4.1B	$4.1B	23	9	0	9	$3.5B
2020	Mar 29, 2021	$3.7B	$3.7B	23	9	0	10	$3.2B
2019	Mar 31, 2020	$4.0B	$4.0B	24	9	0	10	$3.5B
2018	Mar 28, 2019	$3.0B	$3.0B	26	11	0	10	$2.8B
2017	Mar 28, 2018	$3.2B	$3.2B	27	10	0	10	$3.1B
2016	Mar 30, 2017	$4.0B	$4.0B	34	10	n/a	9	$3.8B
2015	Mar 29, 2016	$3.6B	$3.6B	41	13	n/a	9	$3.3B
2014	Mar 31, 2015	$3.6B	$3.6B	43	14	n/a	8	$3.5B
2013	Mar 28, 2014	$2.9B	$2.9B	36	15	n/a	n/a	n/a
2012	Mar 28, 2013	$2.9B	$2.9B	35	16	n/a	n/a	n/a
2011	Mar 30, 2012	$3.4B	$3.4B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.1B	$2.4B	-11.2%	$3.0B	-11.0%	26	26	0	0

Relationships

Advises (10)

→ ALPINE DEDICATED, L.P.Private fundHedge Fund, IA
Feb 26, 2013 to presentfactForm ADV
→ ALPINE HERITAGE II, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ALPINE ASSOCIATES, A LIMITED PARTNERSHIPPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ALPINE MERGER GROWTH, L.P.Private fundHedge Fund, IA
Mar 28, 2018 to presentfactForm ADV
→ ALPINE HERITAGE JAPAN TRUSTPrivate fundHedge Fund, IA
Aug 25, 2015 to presentfactForm ADV
→ ALPINE INSTITUTIONAL, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ALPINE HERITAGE, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ALPINE PARTNERS, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ALPINE HERITAGE OFFSHORE FUND LTD.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ PALISADES PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 29, 2021factForm ADV

Affiliated with (1)

← ALPINE ASSOCIATES ADVISORSRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Controls (7)

← COAN, STEPHEN, SAMUELOwnerDIRECTOR, ownership code NA, individual
Mar 29, 2016 to Mar 25, 2024factForm ADV
← SMIRCICH, MICHAEL, COwnerDIRECTOR OF OPERATIONS, ownership code NA, individual
Mar 30, 2012 to Mar 25, 2024factForm ADV
← ZOELLNER, ROBERT, EMILOwnerCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR, ownership code NA, individual
Mar 30, 2012 to Mar 25, 2024factForm ADV
← MASON, TODD, J.OwnerCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 25, 2024factForm ADV
← ZOELLNER, VICTORIA, E.OwnerCHAIRMAN, DIRECTOR, ownership code E, individual
Mar 30, 2012 to Mar 25, 2024factForm ADV
← POST, NEALOwnerCFO, ownership code NA, individual
Mar 28, 2019 to Mar 25, 2024factForm ADV
← JALIL, JAMES, P.OwnerDIRECTOR, ownership code NA, individual
Feb 24, 2015 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 30, 2023
Regulatory AUM changed
Alpine Associates Management Inc. reported RAUM $3.0B, down 27% from $4.1B (2022-03-31 to 2023-03-30)
Form ADVobserved 4 days ago
$-1.1B
Occurred
Mar 29, 2021
Control person left
Joseph Frank Fiorello (Chief Information Officer) no longer on Schedule A of Alpine Associates Management Inc. (listed 2020-03-31, absent 2021-03-29)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2020
Regulatory AUM changed
Alpine Associates Management Inc. reported RAUM $4.0B, up 34% from $3.0B (2019-05-03 to 2020-03-31)
Form ADVobserved 4 days ago
$1.0B
Occurred
Mar 31, 2020
Control person left
Anthony Michael Tenebruso (Co-Chief Investment Officer, Director) no longer on Schedule A of Alpine Associates Management Inc. (listed 2019-05-03, absent 2020-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2019
Control person joined
Neal Post (Cfo) appeared on Schedule A of Alpine Associates Management Inc.
Form ADVobserved 4 days ago
Occurred
Mar 28, 2019
Control person left
Jay Gerald Post (Cfo) no longer on Schedule A of Alpine Associates Management Inc. (listed 2018-03-28, absent 2019-03-28)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01a1834d-28d6-cd80-2a37-143dc6795e8f
First observed: Mar 30, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALPINE ASSOCIATES MANAGEMENT INC.

CRD 138901

PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01a1834d-28d6-cd80-2a37-143dc6795e8f

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ALPINE HERITAGE, L.P.

Hedge Fund

$1.1B

Mar 25, 2024

235

Mar 30, 2012

reported

021-113808

ALPINE INSTITUTIONAL, L.P.

Hedge Fund

$384M

Mar 25, 2024

Mar 30, 2012

reported

021-105532

ALPINE HERITAGE II, L.P.

Hedge Fund

$202M

Mar 25, 2024

Mar 30, 2012

reported

021-153443

ALPINE DEDICATED, L.P.

Hedge Fund

$199M

Mar 25, 2024

Feb 26, 2013

reported

021-174480

ALPINE MERGER GROWTH, L.P.

Hedge Fund

$159M

Mar 25, 2024

Mar 28, 2018

reported

021-307560

ALPINE ASSOCIATES, A LIMITED PARTNERSHIP

Hedge Fund

$139M

Mar 25, 2024

Mar 30, 2012

reported

021-21484

ALPINE HERITAGE JAPAN TRUST

Hedge Fund

$132M

Mar 25, 2024

Aug 25, 2015

reported

021-237590

ALPINE HERITAGE OFFSHORE FUND LTD.

Hedge Fund

$130M

Mar 25, 2024

Mar 30, 2012

reported

021-161090

PALISADES PARTNERS, L.P.

Hedge Fund

$36.4M

Mar 29, 2021

Mar 30, 2012

dropped

021-83329

ALPINE PARTNERS, L.P.

Hedge Fund

$35.5M

Mar 25, 2024

Mar 30, 2012

reported

021-129119

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COAN, STEPHEN, SAMUEL

Director

yes

01/2016

Mar 29, 2016

Mar 25, 2024

JALIL, JAMES, P.

Director

yes

01/2015

Feb 24, 2015

Mar 25, 2024

MASON, TODD, J.

CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER

yes

01/2015

Mar 30, 2012

Mar 25, 2024

POST, NEAL

Cfo

yes

01/2019

Mar 28, 2019

Mar 25, 2024

SMIRCICH, MICHAEL, C

DIRECTOR OF OPERATIONS

yes

01/2015

Mar 30, 2012

Mar 25, 2024

ZOELLNER, ROBERT, EMIL

CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR

yes

01/2015

Mar 30, 2012

Mar 25, 2024

ZOELLNER, VICTORIA, E.

CHAIRMAN, DIRECTOR

yes

01/2015

Mar 30, 2012

Mar 25, 2024

City

State

Country

Employees

Also broker-dealer

ENGLEWOOD CLIFFS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$2.1B

n/a

2024

Mar 26, 2025

$2.4B

n/a

2023

Mar 25, 2024

$2.7B

$2.4B

2022

Mar 30, 2023

$3.0B

$2.6B

2021

Mar 31, 2022

$4.1B

$3.5B

2020

Mar 29, 2021

$3.7B

$3.2B

2019

Mar 31, 2020

$4.0B

$3.5B

2018

Mar 28, 2019

$3.0B

$2.8B

2017

Mar 28, 2018

$3.2B

$3.1B

2016

Mar 30, 2017

$4.0B

n/a

$3.8B

2015

Mar 29, 2016

$3.6B

n/a

$3.3B

2014

Mar 31, 2015

$3.6B

n/a

$3.5B

2013

Mar 28, 2014

$2.9B

n/a

2012

Mar 28, 2013

$2.9B

n/a

2011

Mar 30, 2012

$3.4B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.1B

$2.4B

-11.2%

$3.0B

-11.0%