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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

SEC-registered adviser

A••••• G•••• P••••••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 157485SEC 801-74287websiteIAPD
Latest filing Sep 11, 2026
First filing on the tape Feb 16, 2012 · 34 filings
SEC status approved since Mar 30, 2012
RAUM
$1.0B
reported, Item 5.F
Discretionary
73%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
11 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$1.0B as of Mar 20, 2026
Apr 1, 2013$1.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Apr 1, 20130 then
Employees (5.A)21 as of Mar 20, 2026
Apr 1, 201333 then
Private funds6 as of Mar 20, 2026
Apr 1, 201319 then
RAUM -5.9% over the last fiscal year-4.7% a year over threeIARs 0 to 0offices 6 to 5
Practice profile
derived from the filing of Sep 11, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$85.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
73%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived6 offices incl. principal (1.F.5)
RAUM growth, one year
-5.9%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$876M, 12 clientsreportedItem 9.A
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
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • 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$1.0B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
12reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$876M for 12 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      32 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      A•••••• •••• S•••Real Estate Fund$301M2Mar 29, 2021
      A•••••• L•Real Estate Fund$285M35Mar 29, 2021
      G•••• A•••••• I•• L•••Real Estate Fund$236M3Mar 31, 2015
      A••••• C•••••••• S• L•Real Estate Fund$206M12Mar 30, 2022
      S•••• R••• E••••• I••••••••• C•••no longer reportedReal Estate Fund$33.3M95Feb 16, 2012
      R•• M••••• L•••no longer reportedReal Estate Fund$16.5M21Mar 31, 2018
      C•••••• G•••• I••••••••• L•••no longer reportedReal Estate Fund$13.7M54Feb 16, 2012
      C•• A••••••••• L•••no longer reportedReal Estate Fund$8.4M54Feb 16, 2012
      R•• L••••• L•••no longer reportedReal Estate Fund$7.2M126Mar 31, 2018
      R•••••• G•••• I••••••••• L•••no longer reportedReal Estate Fund$6.6M29Feb 16, 2012
      C•••••• G•••• I••••••••• L•••no longer reportedReal Estate Fund$6.1M34Feb 16, 2012
      R•• I••••••••• F••••• L•••no longer reportedReal Estate Fund$5.6M5Mar 31, 2018
      C•••• I••••••••• L•••no longer reportedReal Estate Fund$5.1M29Feb 16, 2012
      R•• C•••••••• 2• L•••no longer reportedReal Estate Fund$3.4M6Feb 16, 2012
      C•••• I••••••••• L•••no longer reportedReal Estate Fund$3.3M54Feb 16, 2012
      A• E••••••• P••••••• L•Real Estate Fund$3.2M5Mar 30, 2016
      R•• C•••••••• 1• L•••no longer reportedReal Estate Fund$2.8M8Feb 16, 2012
      R•• U• F••••• L•no longer reportedReal Estate Fund$1.7M44Mar 31, 2018
      C•••• I••••• I••••••••• L•••no longer reportedReal Estate Fund$1.2M27Feb 16, 2012
      C•••• I••••• I••••••••• L•••no longer reportedReal Estate Fund$953,17428Feb 16, 2012
      G•••• H••••••••• A••• L•no longer reportedReal Estate Fund$771,1856Mar 31, 2014
      C•••• I••••••••• L•••no longer reportedReal Estate Fund$706,97834Feb 16, 2012
      G•••• H••••••••• E••••• L•••no longer reportedReal Estate Fund$541,3192Feb 16, 2012
      R•• A••••••••• L•••no longer reportedReal Estate Fund$101,03629Feb 16, 2012
      A•••••• R•••• P••••••• L••no longer reportedReal Estate Fund$4,90415Mar 29, 2021
      C•• C••••••••• L•••no longer reportedReal Estate Fund$024Feb 16, 2012
      R•• U••• I••••••••• L•••Real Estate Fund$035Feb 16, 2012
      R•• I••••••••• C••••• L•••no longer reportedReal Estate Fund$00Mar 31, 2018
      C•• C••••••••• L•••no longer reportedReal Estate Fund$023Feb 16, 2012
      C•• C••••••••• L•••no longer reportedReal Estate Fund$024Feb 16, 2012
      R•• I••••••••• L•••no longer reportedReal Estate Fund$029Feb 16, 2012
      R•• U••• F••••• L•••no longer reportedReal Estate Fund$00Mar 31, 2018
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••••• M••••••• P••• · Limited Liability Partnercontrol
        since 01/2014 · owns 10% to 25%
      • G•••••• R••••••• E•••• · Managing Partnercontrol
        since 10/2004 · owns less than 5%
      • H•••• M•••••• A•••••••• · Managing Partnercontrol
        since 10/2004 · owns 25% to 50%
      • M••••••• D••••••• F•••••• · Chief Financial Officercontrol
        since 07/2021 · owns less than 5%
      • W••••••• R••••• N•• · Limited Liability Partnercontrol
        since 01/2017 · owns 10% to 25%
      • W••••••• H•••••• A•••••••• · Chief Compliance Officer & Chief Operating Officercontrol
        since 10/2019 · owns less than 5%
      • G•••••• R••••••• E•••• · Shareholdercontrol
        since 07/2009 · owns 75% or more of B•••• B•••• M••••••••• I•••
      Entity owners
      • R•• B••• I••••••••• L••••• · Limited Liability Partner
        direct · owns 25% to 50%
      • B•••• B•••• M••••••••• I••• · Trustee
        indirect · owns 75% or more of R•••••• E• G••••• I••• T••••
      • R•••••• E• G••••• I••• T•••• · Member
        indirect · owns 75% or more of R•• B••• I••••••••• L•••••
      Related persons
      Schedule D 7.A
      • A• S•••••• C••••• G• L•••
        bankpooled vehicle sponsorn
      • A••••• G•••• P••••••• L••
        bankpooled vehicle sponsorn
      • A••••• G•••• S•••••• G• L••
        bankpooled vehicle sponsorn
      • A•••••• •••• G• S•••
        bankpooled vehicle sponsorn
      • A•••••• F••••• G• L••
        bankpooled vehicle sponsorn
      • A•••••• G• L••
        bankpooled vehicle sponsorn
      • G•••• A•••••• I• G•• L••
        bankpooled vehicle sponsorn
      • R•••••• G•••• I••••••••• A••••••••• L•••
        bankpooled vehicle sponsorn
      • R•• C•••••••• A••••••••• L•••
        bankpooled vehicle sponsorn
      • R•• I••••••••• F••••• G• L••
        bankpooled vehicle sponsorn
      • R•• U••• G• L•••
        bankpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • London, United Kingdom4 employees
      • Minato-Ku, Tokyo, Japan3 employees
      • Amsterdam, Netherlands2 employees
      • Frankfurt, Germany2 employees
      • Madrid, Spain1 employees
      What changed
      consecutive filings, newest first
      • Financial planning clients · to unset
        Mar 20, 2026 to Sep 11, 2026
      • Private funds · 6 to unset
        Mar 20, 2026 to Sep 11, 2026
      • Succession · false to unset
        Mar 20, 2026 to Sep 11, 2026
      • Advisory employees · 13 to 11
        Apr 4, 2025 to Mar 20, 2026
      • Assets in custody · $929M to $876M
        Apr 4, 2025 to Mar 20, 2026
      • Employees · 24 to 21
        Apr 4, 2025 to Mar 20, 2026
      • Other offices · 6 to 5
        Apr 4, 2025 to Mar 20, 2026
      • Private funds · 5 to 6
        Apr 4, 2025 to Mar 20, 2026
      • Discretionary RAUM · $843M to $749M
        Apr 4, 2025 to Mar 20, 2026
      • Non-discretionary RAUM · $241M to $271M
        Apr 4, 2025 to Mar 20, 2026
      • Pooled vehicle RAUM · $1.1B to $1.0B
        Apr 4, 2025 to Mar 20, 2026
      • RAUM · $1.1B to $1.0B
        Apr 4, 2025 to Mar 20, 2026
      • Accounts · 15 to 12
        Mar 26, 2024 to Apr 4, 2025
      • Advisory employees · 12 to 13
        Mar 26, 2024 to Apr 4, 2025
      • Pooled vehicle clients · 15 to 12
        Mar 26, 2024 to Apr 4, 2025
      • Assets in custody · $1.0B to $929M
        Mar 26, 2024 to Apr 4, 2025
      • Employees · 23 to 24
        Mar 26, 2024 to Apr 4, 2025
      • Financial planning clients · unset to
        Mar 26, 2024 to Apr 4, 2025
      • Other offices · 5 to 6
        Mar 26, 2024 to Apr 4, 2025
      • Private funds · 6 to 5
        Mar 26, 2024 to Apr 4, 2025
      • Discretionary RAUM · $937M to $843M
        Mar 26, 2024 to Apr 4, 2025
      • Non-discretionary RAUM · $259M to $241M
        Mar 26, 2024 to Apr 4, 2025
      • Pooled vehicle RAUM · $1.2B to $1.1B
        Mar 26, 2024 to Apr 4, 2025
      • RAUM · $1.2B to $1.1B
        Mar 26, 2024 to Apr 4, 2025
      • Accounts · 17 to 15
        Dec 8, 2023 to Mar 26, 2024
      • Advisory employees · 11 to 12
        Dec 8, 2023 to Mar 26, 2024
      • Pooled vehicle clients · 17 to 15
        Dec 8, 2023 to Mar 26, 2024
      • Assets in custody · $1.2B to $1.0B
        Dec 8, 2023 to Mar 26, 2024
      • Employees · 25 to 23
        Dec 8, 2023 to Mar 26, 2024
      • Other offices · 7 to 5
        Dec 8, 2023 to Mar 26, 2024
      • Discretionary RAUM · $925M to $937M
        Dec 8, 2023 to Mar 26, 2024
      • Non-discretionary RAUM · $254M to $259M
        Dec 8, 2023 to Mar 26, 2024
      • Pooled vehicle RAUM · $1.2B to $1.2B
        Dec 8, 2023 to Mar 26, 2024
      • RAUM · $1.2B to $1.2B
        Dec 8, 2023 to Mar 26, 2024
      • Accounts · 28 to 17
        Nov 29, 2022 to Mar 30, 2023
      • Pooled vehicle clients · 28 to 17
        Nov 29, 2022 to Mar 30, 2023
      • Assets in custody · $1.5B to $1.2B
        Nov 29, 2022 to Mar 30, 2023
      • Other offices · 6 to 7
        Nov 29, 2022 to Mar 30, 2023
      • Discretionary RAUM · $1.2B to $925M
        Nov 29, 2022 to Mar 30, 2023
      • Non-discretionary RAUM · $318M to $254M
        Nov 29, 2022 to Mar 30, 2023
      Signals
      6 dated events
      • Anatolyevna Yekaterina Chmatenko (Fund Chief Financial Officer) no longer on Schedule A of A••••• G•••• P••••••• L•• (listed 2023-05-04, absent 2023-12-08)
        Dec 8, 2023 · Control person left · inference
      • Francis Desmond Mcgowan (Chief Financial Officer) appeared on Schedule A of A••••• G•••• P••••••• L••
        Mar 30, 2022 · Control person joined · fact
      • Anatolyevna Yekaterina Chmatenko (Fund Chief Financial Officer) appeared on Schedule A of A••••• G•••• P••••••• L••
        Mar 30, 2022 · Control person joined · fact
      • A••••• G•••• P••••••• L•• reported RAUM $1.4B, up 32% from $1.0B (2021-01-07 to 2021-03-29)
        Mar 29, 2021 · RAUM change · derived
      • Krzysztof Augustynowicz (Chief Compliance Officer) no longer on Schedule A of A••••• G•••• P••••••• L•• (listed 2019-08-12, absent 2019-10-03)
        Oct 3, 2019 · Control person left · inference
      • William David Ziegler (Chief Financial Officer) no longer on Schedule A of A••••• G•••• P••••••• L•• (listed 2018-03-31, absent 2019-03-29)
        Mar 29, 2019 · Control person left · inference
      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
      Firm profile
      linkedin.com/company/alpine-grove-partners-llp/aboutreportedpublic record, Form ADV, Sep 18, 2026
      Website
      A•••••G••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      1-212-710-7875reportedpublic record, Form ADV, Sep 11, 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
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      A••••• G•••• P••••••• L•• is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

      Checking your plan…