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 organized as a limited liability company with ownership indicated as a mix of a domestic entity and an individual. Publicly available profile fields identify the firm’s classification as "Unclassified" and provide very limited detail about the business model: no client segments, advisory activities, fee structure, or investment approach are disclosed in the dataset. The firm reports several negative flags on specialty designations: it does not identify as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not list itself as a pension consultant or a related adviser. Beyond those checklist items, there is no firm-provided narrative about services, target clients, or areas of manager allocation interest.
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
Similar firms
MFR Securities, Inc.
Broker-DealerNaples, FL
Finantia USA Inc.
Broker-DealerMiami, FL
GTS Securities LLC
Broker-DealerMiami, FL
First Liberties Financial
Broker-DealerTampa, FL
Bradesco Investments Inc.
Broker-DealerCoral Gables, FL
Oakwood Capital Securities, Inc.
Broker-DealerFort Myers, FL