White Mountain Capital, LLC
Firm details
- Headquarters
- Bay Harbor Islands, Florida
- CRD number
- 104123
- Registered since
- November 29, 2000
- Website
- www.whitemountaincapital.com
Firm profile
FINTRXOverview
White Mountain Capital, LLC is organized as a limited liability company and has been registered with the SEC since 2000. The firm is listed as unclassified in the snapshot data and is identified as being owned by a domestic entity and an individual. Public-facing details about the firm’s business lines, advisory activities, client segments, and fee schedule were not provided in the source data. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also recorded as not being a multi-state adviser, not newly formed, not functioning as a pension consultant, and not designated as a related adviser. The firm did not supply information on its activities or affiliations.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Michael Lowenberg
CFOCRD 2505584
Contacts
3 of 5
Peter Montalbano
Senior Portfolio ManagerCRD 2208686

Michael Pierce
Marketing SpecialistCRD 2602409
Renee Luchkiw
CCOCRD 4299713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bay Harbor Islands, FL
Miami Dade
Location
Bay Harbor Islands, FL
Headquartered in Bay Harbor Islands, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 9521 E Bay Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Integrity Investments, Inc.
Broker-DealerVenice, FL
Meraki Global Advisors LLC
Broker-DealerBelleair Bluffs, FL
Ocean Financial Services, LLC
Broker-DealerMiami, FL
Amerant Investments, Inc.
Broker-DealerCoral Gables, FL
Lafise Securities LLC
Broker-DealerMiami, FL
Amuni Financial, Inc.
Broker-DealerSt Petersburg, FL