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St. Louis, MO Office

Team
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ACR Alpine Capital Research, LLC logo

ACR Alpine Capital Research, LLC

Multi-team

Firm-wide stats for ACR Alpine Capital Research, LLC

Total advisors

9

Across 5 offices

Clients per advisor

773 Very High

Avg AUM per client

$685,667 Typical

HNW client ratio

14% Typical

About

ACR Alpine Capital Research provides discretionary portfolio management to a mix of institutional investors, intermediaries and individual clients, including high net worth individuals and retirement plans. The firm also acts as sub-adviser and sponsor for wrap programs and UMAs and serves as the investment adviser to multiple pooled vehicles, including mutual funds and private limited partnerships.

ACR’s investment approach is fundamentally valuation-based and driven by bottom-up analysis across several equity strategies (including concentrated all‑cap and global quality-return approaches) and opportunistic multi-asset strategies used in its private funds. Portfolios are managed with a long-term orientation and may hold significant cash or use instruments across the capital structure where ACR’s analysis finds attractive risk‑return opportunities.

What distinguishes ACR from many peers is its combination of registered mutual funds and private pooled vehicles managed alongside sub‑advisory, wrap and UMA relationships, its use of performance‑based compensation in its partnership products, and affiliated operational roles such as an affiliated loan administrative agent used by its partnerships. The firm also maintains minority passive investments and co‑advisory relationships with other advisers and serves a large number of clients relative to its advisor headcount (nearly 7,000 clients with nine advisors), reflecting an uncommon client-to-advisor ratio for firms in its category.

Based on ACR Alpine Capital Research, LLC

Expertise

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning

Based on ACR Alpine Capital Research, LLC

Occupation focus

Founder/Business Owner

Based on ACR Alpine Capital Research, LLC

Location

190 Carondelet Plaza, Suite 1300

St. Louis MO 63105

Advisors at this office

4

Advisors at this office

user avatar

Brandon R

Series 66

St. Louis, MO

ACR Alpine Capital Research, LLC

Brandon Reed is a financial advisor at ACR Alpine Capital Research, LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he spent 11 years at Northwest Permanente. ACR Alpine Capital Research offers discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based investment approach with bottom-up analysis across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
user avatar

Willard T

Series 63, Series 66

St. Louis, MO

ACR Alpine Capital Research, LLC

Willard Tow III is an advisor at ACR Alpine Capital Research, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at IMST Distributors, LLC since 2017 and at ACR Alpine Capital Research since 2013, where he supports two Managing Directors in client relations and marketing efforts. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across multiple equity and multi-asset strategies and manages a diverse range of pooled vehicles alongside sub-advisory and wrap program roles.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
user avatar

Gregory H

Series 66

St. Louis, MO

ACR Alpine Capital Research, LLC

Gregory Halvachs is a financial advisor at ACR Alpine Capital Research, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Argent Capital Management and Wells Fargo Advisors. He is currently involved with Alpine Capital Research, LLC in client relations and sales and marketing support. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across equity and multi-asset strategies and manages a mix of registered mutual funds, private pooled vehicles, and advisory programs.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
user avatar

Nicholas T

CFA®, Series 63, Series 65

St. Louis, MO

ACR Alpine Capital Research, LLC

Nicholas Tompras is a CFA® charterholder with 27 years of industry experience. He has worked at ACR Alpine Capital Research, LLC since 2017 and previously spent 17 years at Alpine Investment Management, LLC. He also serves as the Non-Executive Chairman of Alpine Private Capital, LLC, providing strategic leadership and overseeing executive performance. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies, managing portfolios with a long-term orientation and a diverse range of account types.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
View complete list of advisors at this office
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