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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-12-2015
- Office Locations
- 1
Office Locations
About White Crest Capital
White Crest Capital is a Chicago-area RIA led by founder Benjamin Gutstein, offering a low-fee (0.75%) separately managed model portfolio tailored to each client’s risk tolerance, time horizon, and tax status. Portfolios combine domestic and international equity and fixed-income funds (including index/sector funds and ETFs) with up to 40% in undervalued individual stocks and bonds, targeting S&P 500 outperformance with lower volatility net of fees. Gutstein invests alongside clients; custody includes Interactive Brokers.
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Owner & Executives
BENJAMIN DANIEL GUTSTEIN
Founder, Managing Member
- CRD
- #1702635
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,185,391 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,185,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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