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 registered as a limited liability company and has been an SEC-registered adviser since 2003. Ownership is listed as an individual proprietor and the firm’s classification is recorded as unclassified. The firm does not identify as a capital allocator, is not a multistate adviser according to the snapshot, and is not flagged as an active ESG investor. Several typical profile fields—business activities, advisory offerings, client types and fee structure—are not provided in the available data and the firm did not supply details about its external activities or affiliations.
Assets & Accounts
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
Contacts
3 of 3
Granville Ungerleider
President & Managing MemberCRD 451700
Richard Fu
Managing DirectorCRD 4009679
Mark Manzo
Founder & Managing PartnerCRD 1229739
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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