White Pine Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,000,000
Clients
79
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
79
Very HighAverage account size
$303,797
About
White Pine Investments is an independent, solo Registered Investment Adviser managing about $24 million in client assets for roughly 79 clients. Its Form ADV Part 2 indicates the firm provides ongoing investment supervisory services and portfolio management to individual clients and other client types identified on the brochure.
The ADV indicates the firm typically charges fees based on a percentage of assets and delivers ongoing portfolio management with periodic account reviews, using standard research sources and conventional implementation strategies described in the brochure. The presentation in the brochure emphasizes managed accounts and discretionary portfolio oversight rather than one-off financial planning engagements.
What is notable about White Pine is that, according to its ADV, it also provides portfolio management for institutional clients (for example, pension or profit‑sharing plans and other entities), a service relatively uncommon among independent solo advisers of this size. Combined with its modest $24 million in AUM and a small client base, that mix of retail and institutional mandates distinguishes its practice model from many peers.
Client services
Portfolio management
Main office location
White Pine Investments
60 North Main Street
Wolfeboro NH 03894, United States
Number of offices
2
Most active in
White Pine Investments has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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