Alpine Saxon Woods is an SEC registered investment adviser organized as a limited liability company with a primary office location in Purchase, NY. Its latest Form ADV filing, dated March 30, 2026, reports $670M in regulatory assets under management, 12 employees, and 161 accounts.
Assets Under Management
$670M
Employees
12
Offices
--
Total Clients
158
Primary office
PURCHASE, NY
2500 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.0% of total clients.
Top client categories% of clientsClients
1
HNWI
57.0%
90
2
Individuals
32.3%
51
3
Charitable
10.8%
17
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$670Mas of March 30, 2026
Discretionary100.0%
$670M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$670M
Total Accounts161
10Y AUM Change$-77M (-10.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee13:1
10Y Employee Change-32 (-72.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.