White Mountain Capital, LLC
Firm details
- Headquarters
- Bay Harbor Islands, Florida
- CRD number
- 104123
- Registered since
- November 29, 2000
- Website
- www.whitemountaincapital.com
Firm profile
FINTRXOverview
White Mountain Capital, LLC is a limited liability company that registered with the SEC in 2000. The firm is owned by a combination of a domestic entity and an individual. Regulatory metadata classifies the adviser as "unclassified" in the dataset. Key operational flags in the snapshot: the firm is not identified as a capital allocator, it is not flagged as an active ESG investor, and it is not designated as a multi-state adviser. The profile also indicates the firm is not listed as a pension consultant or a related adviser.
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
Owners & executives
1 of 1
Michael Lowenberg
CFOCRD 2505584
Contacts
3 of 5
Peter Montalbano
Senior Portfolio ManagerCRD 2208686
Michael Pierce
Marketing SpecialistCRD 2602409
Renee Luchkiw
CCOCRD 4299713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bay Harbor Islands, FL
Miami Dade
Location
Bay Harbor Islands, FL
Headquartered in Bay Harbor Islands, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 9521 E Bay Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
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