How does the advisor help clients – Key Takeaways:
ALPINVEST US HOLDINGS, LLC provides a wide range of financial services to their clients. With a team of experienced advisors, they aim to help clients achieve their financial goals and build long-term wealth.
Facts and Insights
Founded in 1989, ALPINVEST US HOLDINGS, LLC has been in the financial industry for over 30 years. They currently have over $100 billion in assets under management and a team of 115 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 billion | 115 | 30+ years |
Financial Services Offered
- Investment management
- Wealth planning
- Estate planning
- Tax planning
- Retirement planning
Client Types
ALPINVEST US HOLDINGS, LLC serves a diverse range of clients, including high net worth individuals, families, and institutions. They also work with corporate executives and entrepreneurs, helping them manage their personal and business finances.
Fees & Compensation
ALPINVEST US HOLDINGS, LLC operates on a fee-based compensation structure, meaning they charge a percentage of the assets they manage for clients. This aligns their interests with their clients’ and ensures they work towards growing their clients’ wealth.
Background
ALPINVEST US HOLDINGS, LLC is a subsidiary of AlpInvest Partners, a leading global private equity firm. With access to this network, they are able to provide unique investment opportunities and resources for their clients.
Financial Advisor Disclosures to Know
ALPINVEST US HOLDINGS, LLC is a registered investment advisor and is required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to always act in the best interests of their clients and to fully disclose all fees and potential risks associated with their services.