Whitemarsh Capital Advisors
Firm details
- Headquarters
- Marlton, New Jersey
- CRD number
- 127373
- Registered since
- November 17, 2003
- Website
- whitemarshcap.net
Firm profile
FINTRXOverview
Whitemarsh Capital Advisors is an LLC that has been SEC-registered since 2003 and is owned by an individual. The firm is listed as "unclassified" in the available dataset and is not identified as a capital allocator. It is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not designated as a pension consultant or related adviser. The firm did not supply details in this dataset about its core business activities, advisory services, client segments, or fee structure.
Assets & Accounts
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
Contacts
3 of 3
Granville Ungerleider
President & Managing MemberCRD 451700
Mark Manzo
Founder & Managing PartnerCRD 1229739
Richard Fu
Managing DirectorCRD 4009679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marlton, NJ
Burlington
Location
Marlton, NJ
Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 10 Whitemarsh Ct
- Time zone
- ET (UTC-5)
- Office locations
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