Alpine Hill Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alpine Hill provides discretionary wealth management, financial planning, and family office services to individuals, high‑net‑worth clients, trusts, estates and businesses. Like many supported firms, it charges asset‑based fees and focuses on portfolio management for individual clients.
The firm emphasizes customized asset allocation and a primarily long‑term investment approach informed by fundamental and technical analysis, using a mix of individual stocks, bonds, ETFs and alternative investments. Uncommonly for peers, Alpine Hill may employ short‑term margin borrowings in client accounts, including separately managed accounts, and retains legacy positions when appropriate for tax or fit reasons.
Alpine Hill also offers expanded family office or lifestyle management services (bill payment, calendar and travel management, philanthropic and concierge services) that require authority over client accounts and are treated as custody, subject to independent annual surprise examination. The firm is a small, recently formed RIA managing over $100 million and maintains institutional platform relationships that provide software, research and other economic benefits to the advisor.
Client services
Expertise
Fee options
Up to 1.50% annually (fees range up to 1.50% annually, negotiated based on factors such as scope, complexity, asset level, and relationship)
Account minimum: $1,000,000 Fee-only: Wealth management fees up to 1.50% annually, paid monthly in advance; lifestyle management fees ranging from $50,000 to $500,000 annually
Main office
1 Turkey Hill Road South, Suite 204
Westport CT 06880
Advisors at this office
1
Most active in
Connecticut · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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