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| White Pine Investment Company
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|---|---|
| CRD # | 111556 |
| SEC # | 801-55054 |
| CIK # | 0001872982, 0001318259 |
| AUM | $347.4 MM (2023-03-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 734-464-2532 |
| Address | 17199 Laurel Park Dr North, 209 Livonia, MI 48152 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| MPC | 47,980.8 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| MS | 136,724.0 | 0.0 | |
| CVS | 122,214.0 | 0.0 | |
| CNI | 76,730.1 | 0.0 | |
| CVX | 294,604.1 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| PYPL | 83,170.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 56.2 |
| (b) Individuals (high net worth individuals) | 100 | 291.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 872 | 347.4 |
| By Discretionary | ||
| Discretionary | 872 | 347.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 872 | 347.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 347.4 | |
| Total | 872 | 347.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001318259] | |
| 3 | [0001872982] | |
| 4 | [0001872982] | |
| SC 13G | [0001872982] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| White Pine Inc/Wa | Zevia PBC | [2021-09-03] |
| Form 3/4/5 Subject | 2011 - 2023 |
|---|---|
| White Pine LLC | |
| Laird Norton Co LLC | |
| Zevia PBC |
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