White Pine Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
White Pine Investments is an independent, single-advisor investment adviser that provides portfolio management and investment advisory services to individual clients and, unusually for a firm of this size, to institutional clients as well. The firm's disclosures indicate it charges clients on a percentage-of-assets-under-management basis, a common billing method among independent advisers.
The adviser manages roughly $24 million in client assets across about 79 accounts and delivers ongoing supervisory and advisory services tailored to client needs. Its Form ADV frames those services as traditional portfolio management and investment advice applied across its client base, implying similar oversight processes for both retail and institutional accounts.
What is distinctive about White Pine is the combination of a solo-advisor, small-team operating model (one advisor with up to two employees) and the provision of institutional portfolio management — a service provided by only a small share of independent firms. The firm’s modest AUM and client count alongside two offices underline an atypical mix of scale and client types compared with many peers.
Client services
Main office
60 North Main Street
Wolfeboro NH 03894, United States
Most active in
California · Massachusetts · New Hampshire
Also doing business as
Kustas, Andrew Louis · White Pine Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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