A complete list of active advisors currently associated with White Pine Capital LLC

Warmer can help you find a great advisor at White Pine Capital LLC or one who fits your needs even better.

White Pine Capital LLC provides fee-based, discretionary investment management to high‑net‑worth individuals, family offices and a range of institutional clients, managing approximately $431 million in discretionary assets as of 12/31/2025. Services include customized wealth management across multiple asset classes and a Small Cap Equity strategy delivered through separately managed accounts and participation in wrap‑fee programs. The firm’s Wealth Management approach combines active and passive investments and extends asset allocation beyond domestic equities and fixed income to include high yield, international securities, preferred securities, precious metals, real estate and limited partnerships, with portfolio weightings adjusted for clients’ cashflow, tax planning and risk tolerance. Its Small Cap Equity strategy targets smaller public companies trading at discounts to estimated private market value, emphasizing attractive valuations, supportive capital structures and management‑level catalysts on a typical 6–8 quarter investment horizon. White Pine is affiliated with a private investment vehicle, Itasca, for which principals serve as managing members through an affiliated adviser and for which the firm provides administrative services; Itasca employs a long/short approach, may incur performance‑based fees, is audited, and WPC may recommend it to accredited clients while grouping trades across the fund and advisory accounts. The firm’s participation in third‑party wrap programs and use of prime brokerage arrangements are operational features that limit certain execution options (as noted in its brochure) and distinguish its operational model from many peers.

To learn more about the advisors currently working at White Pine Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.