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Building 2WHITEBARK INVESTORS

Map pinINCLINE VILLAGE, NV
Phone775-737-2214
NotebookSEC #801-130640
Total AUM
$292.4M
Employees
6
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
893 TAHOE BOULEVARD
SUITE 1350
INCLINE VILLAGE
NV 89451
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
775-737-2214
Other Offices
1

ReceiptFinancials

Total AUM
$292.4M
Accounts
5
Discretionary
$292.4M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$292.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NVNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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