WHITE PINE CAPITAL LLC

RIASEC RegisteredEst. 2000
Total AUM
$431M
Discretionary
$431M
100% of AUM
Avg account
$1.2M
Accounts
353
Employees
7
Advisory reps
4

Firm details

Headquarters
BLOOMINGTON, Minnesota
CRD number
108417
Registered since
January 14, 2000
Website
www.linkedin.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.33%
  • Other18.61%
  • Charitable Organizations2.78%
  • Individuals1.41%
  • Pension & Profit Sharing Plans0.87%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

White Pine Capital LLC is an SEC-registered investment adviser formed in 2000 that serves individual and family clients. The firm is organized as an LLC and is individually owned. Its advisory work focuses on portfolio management for individuals, small businesses and other business or institutional clients. Fee arrangements include both percentage-of-AUM and fixed-fee structures. White Pine does not identify as an active ESG investor and is not flagged as a multi-state adviser. It also takes sponsor/GP/manager roles in pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Other 7%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 4%, US Government Bonds 3%, State & Local Bonds 2%, Non-Investment Grade Corp Bonds 2%77%
  • Exchange Traded Equities77%
  • Other7%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds4%
  • US Government Bonds3%

Owners & executives

2 of 2

  • MICHAEL WALLACE

    Founding Partner and Chief Investment OfficerCRD 2374142

  • BARBARA HARDY

    Chief Compliance OfficerCRD 1585188

Contacts

2 of 2

  • TIMOTHY MADEY

    Portfolio ManagerCRD 2362366

  • CHARLES BELLOWS

    Senior Vice PresidentCRD 1265509

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$88.2M in ETFs

Passive

95%

$84M

Active

4%

$4.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$9.9M15,13011.20%
Unlock additional holdings →

Location

Primary office

BLOOMINGTON, MN

HENNEPIN

Location

BLOOMINGTON, MN

Headquartered in BLOOMINGTON, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
3800 American Blvd W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth