WHITEBARK INVESTORS

RIASEC RegisteredEst. 2024

Total AUM

$292M

Discretionary

$292M

100% of AUM

Avg account

$58.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: INCLINE VILLAGE, Nevada
CRD number: 331803
Registered since: July 22, 2024
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Whitebark Investors operates as a limited partnership that serves institutional clients through portfolio management of pooled investment vehicles. The firm is registered with the SEC as of 2024 and combines ownership elements of a domestic entity and an individual. Its business model blends hedge fund and private equity activity under a multifaceted fund-manager classification, and it charges both asset-based fees and performance fees for its advisory services. The firm appears to take on sponsor and general-partner roles and holds CPO/CTA-type affiliations, indicating hands-on involvement in structuring and managing the pooled vehicles it advises. ESG investing is not a stated focus.