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 SEC-registered since 2003. The firm is individually owned and is classified in available records as "unclassified." Publicly reported attributes indicate it is not designated as a multi-state adviser and is not identified as an active ESG investor or a capital allocator. The firm has provided little or no detail about its client segments, fee schedule, or the advisory services it offers. That absence of operational detail in source records leaves the firm's client focus and service model unclear; the available data could reflect a very small or inactive advisory practice, a firm that operates through related entities, or simply limited public reporting.
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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