BLOOMINGTON, MNCRD 108417Latest ADV March 31, 2026
White Pine Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated March 31, 2026, reports $431M in regulatory assets under management, 7 employees, 1 office, and 353 accounts.
Assets Under Management
$431M
Employees
7
Offices
1 office
Total Clients
84
Primary office
BLOOMINGTON, MN
3800 AMERICAN BLVD WEST, SUITE 645, BLOOMINGTON, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.3% of total clients.
Top client categories% of clientsClients
1
HNWI
83.3%
70
2
Individuals
10.7%
9
3
FAMILY OFFICE
6.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$431Mas of March 31, 2026
Discretionary100.0%
$431M
100% of total RAUM100.0%
Non-discretionary0.0%
$40K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$431M
Total Accounts353
10Y AUM Change+$128M (+42.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee12:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.