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Alpert Investments
Lee Alpert founded Alpert Investments after building Alpert Corporation, a real estate development firm that shaped large swaths of Colorado's Front...
Alpert Investments
Lee Alpert founded Alpert Investments after building Alpert Corporation, a real estate development firm that shaped large swaths of Colorado's Front Range. The office now spans two generations, with sons Greg and Jonathan Alpert serving as partners alongside business partner Matt Joblon. The firm focuses on mixed-use and residential development across Colorado, with assets including The Canyons in Castle Pines, The Parklands in Aurora, and the Alpert Signature Homes Portfolio in metro Denver. It maintains a network partnership with Avalanche VC, founded by Katelyn Donnelly, and engages in venture co-investments through that relationship. Geographic focus centers on the Rocky Mountain region, with additional legal structuring through Alpert Investments Limited in the British Virgin Islands. Greg Alpert serves on the board of the American Hotel & Lodging Association, and the family principals participate in YPO Rocky Mountain and the Urban Land Institute. Altss research records no disclosed AUM or total deployment figure. The firm lists philanthropic ties to Builders of Jewish Education, Mental Health Colorado, and National Jewish Health. Alpert Investments operates as a hybrid family office — direct real estate development alongside venture network partnerships — but lacks a publicly visible investment team, fund structure, or third-party capital base, making its operational posture closer to a closely held family holding company than an institutional allocator.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Principals
Lee Alpert
Founder
Greg Alpert
Partner
Jonathan Alpert
Partner
Matt Joblon
Business Partner
Katelyn Donnelly
Business Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Alpert Investments?
Lee Alpert, founder of Alpert Corporation, remains the patriarch. Sons Greg and Jonathan Alpert serve as partners, while Matt Joblon and Katelyn Donnelly are listed as business partners. No single CIO or CEO is publicly named (Altss research).
Is Alpert Investments structured as a single family office or a multi-family office?
Altss research classifies it as a Family Office (Unspecified). The involvement of business partners like Matt Joblon and Katelyn Donnelly suggests a multi-family or network-partnered structure, though the firm does not publicly disclose its governance model.
Does Alpert Investments participate in fund commitments or only direct deals?
The firm primarily makes direct real estate investments through development projects and co-investments. It also serves as a network partner to Avalanche VC, indicating indirect exposure to venture capital through a partnership rather than direct GP commitments (Altss research).
What investment stages does Alpert Investments typically target?
In real estate, the firm focuses on development-stage mixed-use and residential projects. Through its Avalanche VC partnership, it may gain exposure to early-stage venture deals, though specific stage ranges are not disclosed.
Which sectors does Alpert Investments explicitly avoid?
The firm does not publicly disclose any excluded sectors. Its known activity is concentrated in Colorado real estate and select venture partnerships, with no announced positions in public equities, private credit, or hedge funds.
Where does the underlying wealth come from?
Lee Alpert accumulated wealth through Alpert Corporation, a real estate development firm that developed over 44,000 acres in metro Denver. The family office remains tied to that legacy of large-scale land development (Altss research).
Does Alpert Investments maintain philanthropic structures, and how are they separated?
The firm lists support for Builders of Jewish Education, Mental Health Colorado, and National Jewish Health. These appear as personal or corporate philanthropy rather than as a formal foundation with separate management (Altss research).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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