$430.6M Total AUM
$430.6M Disc. AUM
9.9% 3Y CAGR
7 Employees
84 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-14-2000
- Office Locations
- 1
Office Locations
3800 American Blvd West Suite 645 Bloomington MN
About White Pine Capital LLC
White Pine Capital provides customized wealth management for individuals (since 1984) and runs an institutional small/micro-cap strategy with a 23-year track record managed by the same core team.
Team overview
58 AVG AGE
$107.7M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
16.1 yrs AVG TENURE
7 Employees
4 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TIMOTHY FRANCIS MADEY
Chief Investment Officer, Managing Member
- CRD
- #2362366
- Ownership
- 25% but less than 50%
Available
Available
Available
MICHAEL SCOTT WALLACE
Chief Investment Officer, Founder, Managing Member, Managing Partner, President
- CRD
- #2374142
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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CHARLES SANGER BELLOWS JR
Senior Vice President
- CRD
- #1265509
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $430,573,304 | $1,223,220 |
| Non-Discretionary | $39,730 | $39,730 |
| Total | $430,613,034 | $1,219,867 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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