White Pine Capital LLC
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 108417
- Registered since
- January 14, 2000
- Website
- www.linkedin.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.33%
- Other18.61%
- Charitable Organizations2.78%
- Individuals1.41%
- Pension & Profit Sharing Plans0.87%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
White Pine Capital LLC is an owner-managed investment adviser organized as an LLC and registered with the SEC since 2000. The firm focuses on fee-based portfolio management for individuals, families and small businesses, and it also provides portfolio services to business or institutional clients. Its typical billing mixes asset-based fees with fixed fees. White Pine is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser. The firm acts in sponsor/GP roles and as a managing member of pooled investment vehicles, indicating it both advises external capital and operates its own private fund vehicle(s). It does not position itself as a capital allocator to separate managers; instead, its business centers on direct portfolio management across client households and business accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Other7%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
Owners & executives
2 of 2Michael Wallace
Founding Partner and Chief Investment OfficerCRD 2374142

Barbara Hardy
Chief Compliance OfficerCRD 1585188
Contacts
2 of 2Timothy Madey
Portfolio ManagerCRD 2362366
Charles Bellows
Senior Vice PresidentCRD 1265509
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$94.6M in ETFs
96%
$90.7M
4%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $12M | 15,977 | 12.65% |
Location
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3800 American Blvd W
- Time zone
- CT (UTC-6)
- Office locations
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