Whitegate Investment Counselors, Inc.
Firm details
- Headquarters
- Concord, New Hampshire
- CRD number
- 107732
- Registered since
- February 7, 1992
- Website
- www.whitegateinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.88%
- Individuals2.33%
- Charitable Organizations0.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Whitegate Investment Counselors, Inc. is an independent registered investment adviser that has been SEC-registered since 1992 and is owned by an individual. The firm serves both individual/family clients and institutional accounts, and it functions as a capital allocator that can select third‑party managers on clients’ behalf. Its advisory work covers discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Compensation is primarily fee‑based (percentage of AUM) with the option of hourly billing for certain services. Whitegate does not identify as an active ESG investor and is not flagged as a multi‑state adviser or pension consultant in the available records.
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
- Public Funds/Mutual Funds65%
- State & Local Bonds13%
- Exchange Traded Equities9%
- US Government Bonds8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Paulette Wolfe
Principal & Chief Operating OfficerCRD 4936677
Contacts
2 of 2Sarah Burdette
Director of Client ServiceCRD 4376970
Colby Wolfe
Portfolio Manager and Research AnalystCRD 7911389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$317M in ETFs
86%
$273M
7%
$43.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $25.8M | 299,579 | 8.15% |
Location
Concord, NH
Merrimack
Location
Concord, NH
Headquartered in Concord, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Merrimack
- Address
- 143 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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