Bank / Wealth / TrustRIA · CRD 111556SEC-Registered

Updated:

White Pine Investment Co.

White Pine Investment Co. is an SEC-registered investment adviser in Livonia, MI, since 1997. The firm manages $532 million in assets, with $518 million on a...

White Pine Investment Co. logo

White Pine Investment Co.

White Pine Investment Co. is an SEC-registered investment adviser in Livonia, MI, since 1997. The firm manages $532 million in assets, with $518 million on a discretionary basis. It has 7 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1997

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Livonia

Corporate office

Livonia, MI, United States

Frequently asked questions

What investment services does White Pine Investment Co. provide?

The firm offers discretionary portfolio management to individuals and high-net-worth families, primarily investing in publicly traded equities and fixed-income securities. Its regulatory filings confirm an emphasis on fundamental analysis for security selection rather than alternative-asset or private-market strategies. The practice is structured around customized, separately managed accounts.

Is White Pine Investment Co. structured as a family office?

No. The firm operates as a registered investment advisor serving multiple clients from its Livonia, Michigan base. It is not a single-family office and would be expected to custody client assets with third-party qualified custodians per standard RIA practice.

Who runs investment decisions at White Pine Investment Co.?

Specific named principals are not publicly documented in available records. The firm's ADV filings reflect a small advisory team making investment decisions through a committee or lead-advisor structure, typical of an independent RIA with a limited number of investment professionals.

What geographic region does White Pine Investment Co. primarily serve?

The firm serves clients concentrated in southeastern Michigan, particularly the Detroit-Ann Arbor corridor. Its Livonia location positions it to serve the established professional and business-owner communities of western Wayne County and Oakland County.

Does White Pine Investment Co. participate in alternative investments or private deals?

Regulatory filings do not indicate participation in private-market deals, venture capital, direct real estate, or private credit. The firm's documented investment focus remains on publicly traded securities, consistent with a traditional wealth-management-oriented RIA.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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