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WHITE PINE CAPITAL LLC
CRD 108417File 801-57154
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$430.6M
Below cohort median (national)
Discretionary AUM
$430.6M
Non-discretionary $40K
Clients
79
353 accounts
Employees
7
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 14, 2000
- Principal office
- 3800 AMERICAN BLVD WEST, SUITE 645, BLOOMINGTON, MN, 55431
- Phone
- 612-376-9765
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $430.6M
- Discretionary AUM
- $430.6M
- Non-discretionary AUM
- $40K
- Discretionary accounts
- 352
- Non-discretionary accounts
- 1
- Total accounts
- 353
- AUM per client
- $5.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $12.0M |
| High net worth individuals | 70 | $328.7M |
| Pension and profit sharing plans | Fewer than 5 | $3.7M |
| Individuals (other than high net worth individuals) | 9 | $6.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 84 | 79 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.