WHITE STORK ASSET MANAGEMENT LLC

Overview

White Stork Asset Management LLC is a small, adviser-run wealth manager focused on direct portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its investment activity on publicly traded equities. It does not position itself as an ESG investor and is not structured as a multi-state adviser or pension consultant. Filings indicate the firm uses external managers for alternatives rather than running pooled funds internally. The client base is individual and family households, and the ownership is individual rather than institutional. Investment activity shows a clear preference for exchange-traded instruments as the primary vehicle for delivering market exposure and portfolio construction. Given the firm’s size and client profile, strategies appear geared toward liquid, equity-centric portfolios supplemented by third-party alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices