Alpine Capital Strategies LLC

Alpine Capital Strategies LLC, established in March 2000, is a Colorado-based firm providing investment advisory services to high net worth individuals and businesses. The firm, owned by David M. Aboodi, offers portfolio management, financial planning, and other investment advice services. Alpine manages client assets totaling $245,077,811 on a discretionary basis as of December 31, 2024. Clients are charged fees based on a fixed fee, percentage of average assets under management, or a combination of both, varying by asset class. Alpine does not charge performance-based fees or participate in side-by-side management. The firm serves individuals, businesses, and trusts, requiring a minimum of $3,000,000 in assets to open an account. Alpine uses various tools for analysis and investment strategies, including fundamental and technical analysis. Clients receive regular account reviews and reports, with investment discretion granted to Alpine through client agreements. The firm does not maintain custody of client investments and assets. David M. Aboodi, the owner, holds a B.A. in Economics from Harvard University and an M.B.A. in Finance from New York University. For more information, visit www.adviserinfo.sec.gov.