Whitemarsh Capital Advisors
Firm details
- Headquarters
- Marlton, New Jersey
- CRD number
- 127373
- Registered since
- November 17, 2003
- Website
- whitemarshcap.net
Firm profile
FINTRXOverview
Whitemarsh Capital Advisors is organized as a limited liability company and has been registered with the SEC since 2003. The firm is listed as owned by an individual and is categorized as “unclassified” in the snapshot data provided. The record indicates it does not identify as a capital allocator and does not report active ESG investing activity. Public disclosures in the dataset do not include a description of the firm’s advisory activities, fee schedule, client types, or investment strategy. The profile also indicates the adviser is not designated as a multistate adviser, is not newly formed, and does not identify as a pension consultant or a related adviser to another registered entity.
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
Contacts
3 of 3
Granville Ungerleider
President & Managing MemberCRD 451700

Mark Manzo
Founder & Managing PartnerCRD 1229739

Richard Fu
Managing DirectorCRD 4009679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marlton, NJ
Burlington
Location
Marlton, NJ
Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 10 Whitemarsh Ct
- Time zone
- ET (UTC-5)
- Office locations
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