White Crest Capital

Overview

White Crest Capital is a small, fee-based registered investment adviser that concentrates on discretionary portfolio management for individual and family clients. The firm charges a percentage-of-AUM fee and prefers direct exposure to publicly traded equities alongside third-party alternative vehicles. It is not positioned as an ESG-focused manager, operates from a single office, and is structured as an owner-operated limited liability company serving a concentrated client base of high-net-worth individuals and small business owners. Given its scale and use of Interactive Brokers as custodian, White Crest Capital appears to run relatively liquid, electronically traded strategies—combining exchange-traded equities and ETFs for core exposure while supplementing portfolios with external alternative fund managers where appropriate. The adviser reports managing only discretionary assets, which points to an active, hands-on management style for client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices