# Alpine Heritage Japan Trust — Form D

Alpine Heritage Japan Trust of PALM BEACH, FL, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2015-04-09. $12.5M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2015-04-09
- Form: D
- Accession: 0001396835-15-000004
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $12.5M
- Investors: 1
- Date of first sale: 2015-04-01
- Security types: equity, fund interests
- SEC file number: 021-237590

## Issuer

- Name: Alpine Heritage Japan Trust
- CIK: 0001638578
- Entity type: Business Trust
- Jurisdiction: CAYMAN ISLANDS
- Incorporated: 2014
- Address: 249 ROYAL PALM WAY, PALM BEACH, FL, 33480
- Phone: 561-834-6550

## Officers, directors & promoters (25)

| Name | Role | Location |
| --- | --- | --- |
| CHRISTIAN S MARZULLO | Executive Officer | Palm Beach, FL |
| JAMES E JALIL | Director | PALM BEACH, FL |
| TODD S MASON | Executive Officer | PALM BEACH, FL |
| FRANK E FIORELLO | Executive Officer | PALM BEACH, FL |
| VICTORIA E ZOELLNER | Director | PALM BEACH, FL |
| ROBERT E ZOELLNER, JR. | Director | PALM BEACH, FL |
| ROBERT E ZOELLNER, JR. | Executive Officer | PALM BEACH, FL |
| PARKER S BLAKE | Executive Officer | Palm Beach, FL |
| STEPHEN S COAN | Director | PALM BEACH, FL |
| NEAL E POST | Executive Officer | PALM BEACH, FL |
| MICHAEL E SMIRCICH | Executive Officer | PALM BEACH, FL |
| TODD E MASON | Executive Officer | PALM BEACH, FL |
| MICHAEL E TENEBRUSO | Director | ENGLEWOOD CLIFFS, NJ |
| MICHAEL E TENEBRUSO | Executive Officer | ENGLEWOOD CLIFFS, NJ |
| GERALD E POST | Executive Officer | ENGLEWOOD CLIFFS, NJ |
| FRANK E. FIORELLO | Executive Officer | PALM BEACH, FL |
| CHRISTIAN S. MARZULLO | Executive Officer | Palm Beach, FL |
| TODD S. MASON | Executive Officer | PALM BEACH, FL |
| JAMES E. JALIL | Director | PALM BEACH, FL |
| VICTORIA E. ZOELLNER | Director | PALM BEACH, FL |
| ANGELA S. D'ONOFRIO | Executive Officer | PALM BEACH, FL |
| PARKER S. BLAKE | Executive Officer | Palm Beach, FL |
| ROBERT E. ZOELLNER, JR. | Director | PALM BEACH, FL |
| ROBERT E. ZOELLNER, JR. | Executive Officer | PALM BEACH, FL |
| STEPHEN S. COAN | Director | PALM BEACH, FL |

## Other filings by this issuer (11)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-02-20](https://search.stillhousedata.com/formd/0001638578-26-000001) | D | — | $119.7M |
| [2025-02-21](https://search.stillhousedata.com/formd/0001638578-25-000001) | D/A | — | $119.7M |
| [2024-02-23](https://search.stillhousedata.com/formd/0001638578-24-000002) | D/A | — | $119.7M |
| [2023-02-24](https://search.stillhousedata.com/formd/0001638578-23-000001) | D/A | — | $115.9M |
| [2022-02-25](https://search.stillhousedata.com/formd/0001638578-22-000001) | D/A | — | $115.9M |
| [2021-02-26](https://search.stillhousedata.com/formd/0001638578-21-000001) | D/A | — | $111.4M |
| [2020-02-28](https://search.stillhousedata.com/formd/0001638578-20-000001) | D/A | — | $92.9M |
| [2019-03-01](https://search.stillhousedata.com/formd/0001638578-19-000001) | D/A | — | $60.8M |
| [2018-03-02](https://search.stillhousedata.com/formd/0001638578-18-000001) | D | — | $32.1M |
| [2017-03-03](https://search.stillhousedata.com/formd/0001638578-17-000001) | D | — | $23.1M |
| [2016-03-03](https://search.stillhousedata.com/formd/0001638578-16-000001) | D | — | $18.9M |

## More

- [CIK 1638578 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1638578&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001396835-15-000004.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.