AdvisorRanked
100
Clean

ALPINVEST US HOLDINGS, LLC

ONE VANDERBILT AVE, NEW YORK, NY 10017
Fiduciaryfee-onlySEC Registered
(646) 735-4293 www.linkedin.com/company/the-carlyle-group CRD #328458
$57.7B
Assets Managed
127
Clients
289
Employees
3
Years Active
since 2023

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 3 years.

Firm Details

Legal NameALPINVEST US HOLDINGS, LLC
CRD Number#328458
SEC RegisteredYes
Registration Date2023-12-15
States RegisteredNY
Assets Under Management$57.7B
Number of Clients127
Employees289
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is ALPINVEST US HOLDINGS, LLC a fiduciary?

Yes. ALPINVEST US HOLDINGS, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does ALPINVEST US HOLDINGS, LLC charge clients?

ALPINVEST US HOLDINGS, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does ALPINVEST US HOLDINGS, LLC have any complaints?

No. ALPINVEST US HOLDINGS, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 3 years of operation.

How does ALPINVEST US HOLDINGS, LLC compare to other advisors in NEW YORK?

ALPINVEST US HOLDINGS, LLC has a Red Flag Score of 100/100. There are 1970 registered advisory firms in NEW YORK. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.