DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Acr Alpine Capital Research, LLC
Latest filing Jun 24, 2026
First filing on the tape Mar 2, 2012 · 68 filings
SEC status approved since Nov 13, 2001
RAUM
$11B
reported, Item 5.F
Discretionary
76%
of RAUM
Private clients
44%
$4.8B individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$1.2B
derived; firm RAUM over IAPD count
Employees
35
11 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
2
reported on Schedule D
History
68 filings and snapshots on the tape
RAUM$11B as of Jun 24, 2026
Mar 29, 2012$239M then
HNW client RAUM$2.3B as of Jun 24, 2026
Mar 29, 2018$1.0B then
State-registered IARs (5.B.3)7 as of Jun 24, 2026
Mar 29, 20120 then
Employees (5.A)35 as of Jun 24, 2026
Apr 1, 201310 then
Private funds2 as of Jun 24, 2026
Mar 29, 20121 then
RAUM +27% over the last fiscal year+34% a year over threeIARs 8 to 7
Practice profile
derived from the filing of Jun 24, 2026; every figure names its basis
- RAUM per advisor
- $1.2BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 773derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $1.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 76%derivedof RAUM
- Institutional
- 2.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.9derivedItem 5.A over advisors
- Advisors per office
- 1.1derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- -13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, educational seminars, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.7B33%
- Individuals$2.5B31%
- High-net-worth individuals$2.3B28%
- Investment companies$228M2.8%
- Corporations and businesses$195M2.4%
- Charitable organizations$166M2.0%
- Pension and profit-sharing plans$131M1.6%
- Individual clients
- 6,002reported
- HNW clients
- 958reported
- Pension plan clients
- 64reported
- Charitable clients
- 51reported
- Accounts
- 7,168reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $1.8B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.44 fund_share=0.27 institutional_share=0.03 related_bd=false related_bank=true bd_reps=5.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Nicholas Virgil TomprasChartered Financial Analyst | St. Louis, Mo | Feb 10, 1999 | 35 y | 0 |
| Darryl Stephen Grayson | Jupiter, Fl | Aug 28, 2010 | 33 y | 2 |
| Timothy Paul PiechowskiChartered Financial Analyst | Saint Louis, Mo | Dec 13, 2016 | 16 y | 0 |
| Willem Eduard SchilpzandChartered Financial Analyst | Saint Louis, Mo | Dec 13, 2016 | 21 y | 1 |
| Nicholas Foulger TaggartCertified Financial Planner | Canby, Or | Nov 8, 2017 | 22 y | 2 |
| Willard Frederick Tow | St. Louis, Mo | Feb 3, 2023 | 32 y | 1 |
| Gregory Halvachs | St. Louis, Mo | Feb 3, 2023 | 16 y | 0 |
| Brandon Michael Reed | St. Louis, Mo | Mar 24, 2026 | 11 y | 0 |
| Burns Mcneil Lowry | Dunwoody, Ga | Jun 9, 2026 | 34 y | 7 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Brett Alan Rufkahr to Alpine Private WealthFeb 15, 2017 · Other
- Michael Philip Stanton to Alpine Private WealthJan 31, 2017 · Other
Joined, latest
- Burns Mcneil Lowry from Easterly Investment Partners LLCJun 9, 2026 · Other
- Willard Frederick Tow from Ameriprise Financial Services, LLCFeb 3, 2023 · Affiliated broker-dealer or bank to independent RIA
- Nicholas Foulger Taggart from Cetera Advisors LLCNov 8, 2017 · Other
- Willem Eduard Schilpzand from Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 13, 2016 · Other
- Michael Philip Stanton from J.P. Morgan Securities LLCAug 5, 2014 · Other
- Brett Alan Rufkahr from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 17, 2014 · Other
- Darryl Stephen Grayson from Wilmington Brokerage Services CompanyAug 28, 2010 · Other
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Acr Opportunity L.P. | Hedge Fund | $88.0M | 32 | Mar 2, 2012 |
| Acr Strategic Credit, LP | Hedge Fund | $62.1M | 27 | Mar 30, 2021 |
| Acrs1, L.P.no longer reported | Other Private Fund | $1.1M | 1 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- Virgil Nicholas Tompras · Chief Executive Officer And Co-Chief Investment Officercontrolsince 11/1999 · owns less than 5%
- Jennifer Tompras · Trusteecontrolsince 12/2016 · owns F of Nicholas V Tompras Living Trust 9/23/23 As Amended
- Virgil Nicholas Tompras · Trusteecontrolsince 12/2016 · owns F of Nicholas V Tompras Living Trust 9/23/23 As Amended
- Stephen Darryl Grayson · Managing Directorsince 09/2015 · owns less than 5%
- Devji Mitul Nakum · Chief Operating Officersince 03/2017 · owns less than 5%
- Paul Timothy Piechowski · Co-Chief Investment Officersince 05/2025 · owns less than 5%
- Eduard Willem Schilpzand · Presidentsince 05/2025 · owns less than 5%
- Christopher Anthony Scibelli · Managing Directorsince 09/2016 · owns less than 5%
- Francis Joseph Stowell III · Chief Compliance Officersince 07/2018 · owns less than 5%
Entity owners
- Acr Alpine Capital Research, LP · Direct Ownerdirect · owns 75% or more
- Acr Alpine Capital Gp, LLC · General Partnerindirect · owns F of Acr Alpine Capital Research, LP
- Alpine Holdings Corp · Sole Memberindirect · owns 75% or more of Alpine Investment Management, LLC
- Alpine Investment Management, LLC · Elected Managerindirect · owns 75% or more of Acr Alpine Capital Gp, LLC
- Nicholas V Tompras Living Trust 9/23/23 As Amended · Sole Directorindirect · owns 75% or more of Alpine Holdings Corp
Related persons
Schedule D 7.A
- Acr Alpine Capital Research, LPbanky
- Acr Cv, LLCbankpooled vehicle sponsory
- Alpine Partners Management, LLCbankpooled vehicle sponsory
- Alpine Private Wealthinvestment advisernRAUM $1.5B
Advisers that list Acr Alpine Capital Research, LLC as a related person
- 286072 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Louis, Mo | 6 | 2 | 0 | ||
| Canby, Or | 2 | 1 | 0 | ||
| Saint Louis, Mo | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Mount Laurel, NJ1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 24, 2026Tompras, Jennifer (TRUSTEE) left Schedule A between the filings of 2024-03-29 and 2026-06-24peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 6,394 to 7,168Jul 31, 2025 to Mar 27, 2026
- BD registered reps · 6 to 5Jul 31, 2025 to Mar 27, 2026
- Charity clients · 52 to 51Jul 31, 2025 to Mar 27, 2026
- Corporate clients · 86 to 87Jul 31, 2025 to Mar 27, 2026
- HNW clients · 856 to 958Jul 31, 2025 to Mar 27, 2026
- Individual clients · 5,321 to 6,002Jul 31, 2025 to Mar 27, 2026
- Employees · 32 to 35Jul 31, 2025 to Mar 27, 2026
- State-registered IARs · 8 to 7Jul 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $6.4B to $8.2BJul 31, 2025 to Mar 27, 2026
- HNW RAUM · $1.8B to $2.3BJul 31, 2025 to Mar 27, 2026
- Individual RAUM · $1.9B to $2.5BJul 31, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $2.1B to $2.6BJul 31, 2025 to Mar 27, 2026
- Pension RAUM · $107M to $131MJul 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $2.2B to $2.7BJul 31, 2025 to Mar 27, 2026
- RAUM · $8.5B to $11BJul 31, 2025 to Mar 27, 2026
- Wrap assets (manager) · $1.3B to $1.8BJul 31, 2025 to Mar 27, 2026
- Financial planning clients · 0 to 0May 8, 2025 to Jul 31, 2025
- Accounts · 5,765 to 6,394Oct 15, 2024 to Mar 31, 2025
- Advisory employees · 10 to 11Oct 15, 2024 to Mar 31, 2025
- Charity clients · 53 to 52Oct 15, 2024 to Mar 31, 2025
- Corporate clients · 80 to 86Oct 15, 2024 to Mar 31, 2025
- HNW clients · 788 to 856Oct 15, 2024 to Mar 31, 2025
- Individual clients · 4,764 to 5,321Oct 15, 2024 to Mar 31, 2025
- Pension plan clients · 70 to 64Oct 15, 2024 to Mar 31, 2025
- Pooled vehicle clients · 2 to 3Oct 15, 2024 to Mar 31, 2025
- Employees · 27 to 32Oct 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.8B to $6.4BOct 15, 2024 to Mar 31, 2025
- HNW RAUM · $1.5B to $1.8BOct 15, 2024 to Mar 31, 2025
- Individual RAUM · $1.6B to $1.9BOct 15, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.9B to $2.1BOct 15, 2024 to Mar 31, 2025
- Pension RAUM · $97.1M to $107MOct 15, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $95.2M to $2.2BOct 15, 2024 to Mar 31, 2025
- RAUM · $5.6B to $8.5BOct 15, 2024 to Mar 31, 2025
- Wrap assets (manager) · $1.0B to $1.3BOct 15, 2024 to Mar 31, 2025
- Accounts · 5,307 to 5,765Apr 24, 2023 to Mar 29, 2024
- Advisory activities · 5 to 6Apr 24, 2023 to Mar 29, 2024
- Charity clients · 47 to 53Apr 24, 2023 to Mar 29, 2024
- Corporate clients · 77 to 80Apr 24, 2023 to Mar 29, 2024
- HNW clients · 774 to 788Apr 24, 2023 to Mar 29, 2024
- Individual clients · 4,323 to 4,764Apr 24, 2023 to Mar 29, 2024
Signals
7 dated events
- Acr Alpine Capital Research, Llc reported RAUM $10.8B, up 27% from $8.5B (2025-07-31 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Acr Alpine Capital Research, Llc reported RAUM $8.5B, up 51% from $5.6B (2024-10-15 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Acr Alpine Capital Research, Llc reported RAUM $5.6B, up 27% from $4.4B (2023-04-24 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Jennifer Tompras (Trustee) appeared on Schedule A of Acr Alpine Capital Research, LlcMar 29, 2024 · Control person joined · fact
- Acr Alpine Capital Research, Llc reported RAUM $4.6B, up 85% from $2.5B (2021-10-01 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- Acr Alpine Capital Research, Llc reported RAUM $2.5B, down 33% from $3.7B (2020-06-23 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Alpine Investment Management,Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 26, 2017 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 855-955-9552reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 314-932-1111reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 314-932-7600reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/acr-alpine-capital-research-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- opportunity.acr-investfunds.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-932-7600reportedpublic record, Form ADV, Jun 24, 2026
- Team page
- acr-invest.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.2Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026