$62.9M Total AUM
$30.9M Disc. AUM
-- 3Y CAGR
3 Employees
28 ADV. Clients
17 yrs Firm Age
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- Custodian
- Merrill Lynch · Pershing · Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-13-2009
- Office Locations
- 1
Office Locations
8725 LA Honda Rd. Ste. C-2 LA Honda CA
About Whitespace Financial, LLC
Whitespace Financial, LLC is a Palo Alto-based RIA. The firm has been operating for 17 years. Managing $62.9M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and Pershing.
Team overview
-- AVG AGE
$62.9M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
17.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
DAVID ANGUS BLACKWOOD
Chief Compliance Officer, Managing Member, President
- CRD
- #2602437
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,861,335 | -- |
| Non-Discretionary | $32,000,465 | -- |
| Total | $62,861,800 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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