Whitebark Investors
Whitebark Investors is an SEC-registered asset manager in Incline Village, NV with $292.4M assets under management (AUM, regulatory AUM), -14% over one year. See who owns Whitebark Investors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331803, SEC 801-130640, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $292.4M (2026-05-27)
- Firm type
- Asset Manager
- Location
- Incline Village, NV
- Employees
- 6
- Clients
- 5
- CRD
- 331803
- Ownership
- MCCONNON, THOMAS, ENDEL; WHITEBARK INVESTORS GP LLC; MAYETANI, RYAN, HIROAKI; LUNN, SUSAN; MCPHEE, JAIME, MELISSA
How much AUM does Whitebark Investors have?
Whitebark Investors reported $292.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Whitebark Investors?
Disclosed owners and executives of Whitebark Investors include MCCONNON, THOMAS, ENDEL, WHITEBARK INVESTORS GP LLC, MAYETANI, RYAN, HIROAKI, LUNN, SUSAN, MCPHEE, JAIME, MELISSA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.