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 and has been registered with the SEC since 2000. The firm's ownership is reported as a combination of a domestic entity and an individual. FINTRX classifies the adviser as "unclassified" and provides very limited public detail about its services or target clients. Available metadata indicates White Mountain Capital does not present itself as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in the FINTRX snapshot. The firm has not supplied descriptions of its advisory activities, fee structure, or client base in the source data.
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
2 of 2PETER MONTALBANO
CEOCRD 2208686
MICHAEL LOWENBERG
CFOCRD 2505584
Contacts
3 of 4Michael Pierce
Marketing SpecialistCRD 2602409
RENEE LUCHKIW
CCOCRD 4299713
Martha Montalbano
EmployeeCRD 7835974
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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