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FIRM PROFILE
Overview
WHITE MOUNTAIN CAPITAL, LLC is located at 9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154 and was first established at Florida, Delaware in 07/16/1999. After operating for 26 years, WHITE MOUNTAIN CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WHITE MOUNTAIN CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. WHITE MOUNTAIN CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WHITE MOUNTAIN CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WHITE MOUNTAIN CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WHITE MOUNTAIN CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for WHITE MOUNTAIN CAPITAL, LLC Comes From
Understanding the Statistics for WHITE MOUNTAIN CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154
9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154
Small
(212) 509-0313
Delaware since 07/16/1999
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| MONTALBANO, PETER ANTHONY | CHIEF EXECUTIVE OFFICER/GSP/SROP/MP/MEMBER | 2208686 | |
| TOWNLINE BEACH INC | MEMBER | ||
| LOWENBERG, MICHAEL SCOTT | CHIEF FINANCIAL OFFICER/FINOP/MEMBER | 2505584 | |
| LUCHKIW, RENEE L. | CHIEF COMPLIANCE OFFICER/MEMBER | 4299713 | |
| MONTALBANO,EILEEN | MEMBER | ||
| RUMPOINT, INC | MEMBER | ||
| BONAVENTURE INVESTMENTS, LP | MEMBER |
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Advisor's working at WHITE MOUNTAIN CAPITAL, LLC
Peter Anthony Montalbano
Michael Scott Lowenberg
Renee L. Luchkiw
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