Black & White Investment Management LLC

Overview

Black & White Investment Management LLC is a small, owner-operated limited liability company that provides portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and serves individual and family clients rather than institutional plans. Its regulatory classification is listed as unclassified and it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm's investment activity is concentrated in private pooled vehicles and other non-public strategies, supplemented by traditional fixed-income and mutual fund holdings. Custody of client assets is maintained through Interactive Brokers LLC.

Assets & Accounts

Investments & Alternatives