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 independent, owner-operated registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2000) and provides fee-based portfolio management to individuals, families and to business or institutional clients. Its compensation model includes both AUM-based fees and fixed fees. The adviser does not position itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser in its filing. Filings also indicate the firm sponsors and serves as general partner/managing member for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities77%
- Other7%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$93M in ETFs
97%
$90.5M
2%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $12.4M | 16,187 | 13.33% |
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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