WHITEGATE INVESTMENT COUNSELORS, INC.
Firm details
- Headquarters
- CONCORD, New Hampshire
- CRD number
- 107732
- Registered since
- February 7, 1992
- Website
- www.whitegateinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.88%
- Individuals2.33%
- Charitable Organizations0.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Whitegate Investment Counselors, Inc. is an individually owned SEC-registered advisory firm (registered in 1992) that provides discretionary portfolio management and manager selection for both high-net-worth individuals/families and institutional clients. The firm describes itself as a capital allocator and offers fee arrangements that include a percentage of assets under management and hourly billing for some services. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third-party advisers. Whitegate does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds65%
- State & Local Bonds13%
- Exchange Traded Equities9%
- US Government Bonds8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1PAULETTE WOLFE
Principal & Chief Operating OfficerCRD 4936677
Contacts
2 of 2SARAH BURDETTE
Director of Client ServiceCRD 4376970
Colby Wolfe
Portfolio Manager and Research AnalystCRD 7911389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$284M in ETFs
86%
$244M
7%
$39.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $21.6M | 49,376 | 7.61% |
Location
CONCORD, NH
MERRIMACK
Location
CONCORD, NH
Headquartered in CONCORD, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MERRIMACK
- Address
- 143 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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