Overview
Assets Under Management: $1.4 billion
High-Net-Worth Clients: 493
Average Client Assets: $3 million
Frequently Asked Questions
ALPEN PARTNERS INTERNATIONAL AG is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291759), ALPEN PARTNERS INTERNATIONAL AG is subject to fiduciary duty under federal law.
ALPEN PARTNERS INTERNATIONAL AG serves 493 high-net-worth clients according to their SEC filing dated November 07, 2025. View client details ↓
According to their SEC Form ADV, ALPEN PARTNERS INTERNATIONAL AG offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
ALPEN PARTNERS INTERNATIONAL AG manages $1.4 billion in client assets according to their SEC filing dated November 07, 2025.
According to their SEC Form ADV, ALPEN PARTNERS INTERNATIONAL AG serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 493
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 493
Discretionary Accounts: 242
Non-Discretionary Accounts: 251
Regulatory Filings
CRD Number: 291759
Filing ID: 2021499
Last Filing Date: 2025-11-07 12:33:06
Website: 3