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advised by ALPINE ASSOCIATES MANAGEMENT INC.
New Jersey, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 25, 2024 | $1.1B | 235 | $100,000 | 3000.0% | yes | ALPINE HERITAGE, L.P. |
| Sep 15, 2023 | $1.1B | 270 | $100,000 | 2400.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 30, 2023 | $1.1B | 270 | $100,000 | 2400.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 31, 2022 | $1.4B | 273 | $100,000 | 2200.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 29, 2021 | $1.2B | 272 | $100,000 | 1900.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 31, 2020 | $1.4B | 292 | $100,000 | 1400.0% | yes | ALPINE HERITAGE, L.P. |
| May 3, 2019 | $1.2B | 291 | $100,000 | 1200.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 28, 2019 | $1.2B | 291 | $100,000 | 1200.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 28, 2018 | $1.3B | 284 | $100,000 | 1700.0% | yes | ALPINE HERITAGE, L.P. |
| Sep 21, 2017 | $1.7B | 291 | $100,000 | 1800.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 30, 2017 | $1.7B | 291 | $100,000 | 1800.0% | yes | ALPINE HERITAGE, L.P. |
| Apr 28, 2016 | $1.5B | 280 | $100,000 | 1800.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 29, 2016 | $1.5B | 280 | $100,000 | 1800.0% | yes | ALPINE HERITAGE, L.P. |
| Aug 25, 2015 | $1.6B | 268 | $100,000 | 1900.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 31, 2015 | $1.6B | 268 | $100,000 | 1900.0% | yes | ALPINE HERITAGE, L.P. |
| Feb 24, 2015 | $1.8B | 271 | $100,000 | 1600.0% | yes | ALPINE HERITAGE, L.P. |
| Jan 9, 2015 | $1.8B | 271 | $100,000 | 1600.0% | yes | ALPINE HERITAGE, L.P. |
| Aug 11, 2014 | $1.1B | 260 | $100,000 | 1700.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 28, 2014 | $1.1B | 260 | $100,000 | 1700.0% | yes | ALPINE HERITAGE, L.P. |
| May 1, 2013 | $910M | 204 | $100,000 | 1600.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 28, 2013 | $910M | 204 | $100,000 | 1600.0% | yes | ALPINE HERITAGE, L.P. |
| Feb 26, 2013 | $1.1B | 178 | $100,000 | 1900.0% | yes | ALPINE HERITAGE, L.P. |
| May 4, 2012 | $1.1B | 178 | $100,000 | 1900.0% | yes | ALPINE HERITAGE, L.P. |
| Mar 30, 2012 | $1.1B | 178 | $100,000 | 1900.0% | yes | ALPINE HERITAGE, L.P. |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | CITIGROUP GLOBAL MARKETS INC. | NEW YORK | New York | United States | no | 8-8177 |
| J.P. MORGAN SECURITIES LLC | J.P. MORGAN SECURITIES LLC | NEW YORK | New York | United States | no | 8-35008 |
| JP MORGAN CHASE BANK, N.A. | JP MORGAN CHASE BANK, N.A. | Brooklyn | New York | United States | no | n/a |
| PERSHING LLC | PERSHING LLC | JERSEY CITY | New Jersey | United States | no | 8-17574 |
| UBS SECURITIES LLC | UBS SECURITIES LLC | NEW YORK | New York | United States | no | 8-22651 |