SourcingSourcing

WHITE PINE CAPITAL LLC

C49
CRD 108417·SEC 801-57154·BLOOMINGTON, MN
AUM
$430.6M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WHITE PINE CAPITAL LLC
CRD
108417
SEC file #
801-57154
EIN
411933144
DBA names
—

Economics

AUM
$430.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$312.7M → $430.6M▲ +38%
Client mix
Individuals High Net Worth70
Individuals Other9
Other5

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
BLOOMINGTON MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
whitepinecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MADEY, TIMOTHY, FRANCIS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MADEY, TIMOTHY, FRANCIS
WALLACE, MICHAEL, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WHITEPINECAPITAL.COM
Rdap Domain Creation Date
1999-10-25T22:49:29Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
47,086
Form 5500 Compensation Trajectory 3y
202547,086
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
47,086
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001137429
Edgar Registered
Yes
Edgar Filing Count
130
Edgar First Filing Date
2001-04-02
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
113
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001137429-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab15
Fidelity4
E*trade4
Morgan Stanley1
Edgar Addresses
Mailing
3800 AMERICAN BLVD WSUITE 645BLOOMINGTON, MN 55431
Business
3800 AMERICAN BLVD WSUITE 645BLOOMINGTON, MN 55431
Edgar EIN
411933144
Edgar Recent Filings
13F-HR2026-05-11 · 0001137429-26-000002
13F-HR2026-02-09 · 0001137429-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-10-25T22:49:29Z
Rdap Domain Last Changed
2025-08-26T07:51:50Z
Rdap Nameservers
Ns1.worldnic.comNs2.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2362366
Trust Company Affiliate
No

People (5)

5
MADEY, TIMOTHY, FRANCIS
IAR · Direct Owner · 37.5%
2362366
WALLACE, MICHAEL, SCOTT
IAR · Direct Owner · 37.5%
2374142
HARDY, BARBARA, JEAN
Direct Owner · 17.5%
1585188
CHARLES SANGER BELLOWS
IAR
1265509
Daniel John Yergan
IAR
6950444