Palm Desert, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
White Pine Investments
Independent
Firm-wide stats for White Pine Investments
Total advisors
1Clients per advisor
79 Very HighAvg AUM per client
$303,797 LowHNW client ratio
5% LowAbout
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.
Based on White Pine Investments
Location
78000 Fred Waring Drive
Palm Desert CA 92211
Advisors at this office
1
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