Hedge Fund Database

WHITEGATE INVESTMENT COUNSELORS, INC.

Adviser information for WHITEGATE INVESTMENT COUNSELORS, INC. last updated from Form ADV on January 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location New Hampshire, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 467 $635.8M
Non-Discretionary 21 $11.7M
Total 488 $647.5M

Clients

Type Number RAUM
Individuals 63 $12.9M
HNW Individuals 81 $488.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $139.6M
Charitable organizations 20 $6.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $5,616
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-40719
SEC ERA File Number 801-40719
SEC CIK Numbers 1667102
SEC CRD Numbers 107732
Legal Entity Identifier None

Principal Office

46 SOUTH MAIN STREET
CONCORD
NH
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 603-228-5471, Fax: 603-228-5478

Websites

www.whitegateinvest.com

Chief Compliance Officer

PAULETTE W. WOLFE
PRESIDENT AND CHIEF COMPLIANCE OFFICER
46 SOUTH MAIN STREET
CONCORD
NH
United States
Tel: 603 228-5471
Fax: 603 228-5478
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WOLFE, PAULETTE, WHEELER Individual – PRESIDENT, CHIEF COMPLIANCE OFFICER AND SOLE SHAREHOLDER 12/2023 > 75%

No. Employees, Historic

10502020202120222023202420259 on 3/31/20209 on 6/30/20208 on 3/31/20214 on 3/25/20224 on 3/29/20235 on 1/27/2024

RAUM, Historic

2B1B02020202120222023202420251007404145 on 3/31/20201007404145 on 6/30/20201102666718 on 3/31/2021717814661 on 3/25/2022618358119 on 3/29/2023647484162 on 1/27/2024

No. Clients, Historic

4002000202020212022202320242025360 on 3/31/2020360 on 6/30/2020325 on 3/31/2021144 on 3/25/2022160 on 3/29/2023164 on 1/27/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Berkshire Hathaway Cl B Class B 32M 80K –
iShares Tr Russell 1000 Growth Common 27M 75K –
Vanguard Growth Common 27M 71K –
Vanguard Small Cap Common 25M 116K –
Vanguard Div Appreciation Common 20M 111K –
Schwab US Div Equity Etf Common 19M 245K –
Vanguard Value Common 18M 112K –
Vanguard Mid Cap Common 17M 72K –
Vanguard FTSE Developed Mkts Common 16M 330K –
Vanguard Corp Bond Short Term Common 11M 147K –
1/100 Berkshire Htwy Cla Class A 11M 2K –
Vanguard Sh-Term Inf Common 11M 222K –
iShares Russell Midcap Growth Common 11M 98K –
Vanguard Small Cap Value Common 10M 56K –
iShares Tr Msci Eafe Fd Common 8M 101K –
Vanguard Mid Cap Value Common 8M 51K –
Spdr S&P Dividend Etf Common 7M 59K –
iShares New York Muni Common 7M 133K –
iShares Core US Aggregate Common 7M 68K –
Vanguard Reit Common 5M 62K –
iShares US Real Estate Common 4M 49K –
iShares Tr Russell 2000 Value Common 4M 28K –
SPDR S&P 600 Sm Cap Gro Common 4M 49K –
iShares National Muni Bond Common 4M 37K –
iShares Russell Midcap Common 4M 49K –
Vanguard Mid Cap Growth Common 3M 12K –
Vanguard Shrt Tax Exempt Common 3M 26K –
iShares Russell Midcap Value Common 2M 20K –
iShares Tr Russell 2000 Growth Common 2M 9K –
SPDR S&P MidCap 400 ETF Common 2M 4K –
Vanguard Tax Ex Bond Index Common 2M 38K –
SPDR Nuveen Barclays Short Ter Common 2M 38K –
iShares Tr 1-3 Yr Treas Bond Common 1M 15K –
iShares Russell 1000 Val Common 1M 7K –
Vanguard Small Cap Grwth Common 1M 5K –
iShares Tr Cohen & Steer Common 1M 20K –
iShares Tr Russell 2000 Index Common 1M 5K –
iShares Tr Russell 1000 Index Common 1M 4K –
Vanguard Intl Eqty Index/FTSE Common 942K 16K –
Marathon Pete Corp Common 864K 5K –
Exxon Mobil Corporation Common 775K 7K –
Apple Inc Common 758K 4K –
Procter & Gamble Co Common 745K 5K –
Microsoft Corp Common 609K 1K –
Amazon Com Inc Common 464K 2K –
Trex Company Inc Common 452K 6K –
SPDR Portfolio S&P 600 Sm Cap Common 438K 11K –
Netflix Inc Common 405K 600 –
iShares California Muni Common 361K 6K –
Pfizer Incorporated Common 348K 12K –
Merck & Co Inc Common 330K 3K –
Vanguard S&P 500 Etf Common 320K 639 –
Broadcom Inc Common 311K 193 –
iShares Russell Top 200 Growth Common 310K 1K –
Cbre Group Inc Common 308K 3K –
Abbvie Inc Common 285K 2K –
Lemaitre Vascular Inc Common 269K 3K –
Primary Bank Common 256K 11K –
Schwab US Broad Market Common 241K 4K –
Vanguard Msci Emerging Common 208K 5K –
Orion Marine Group Inc Common 141K 15K –
Cerus Corp Common 51K 29K –
Flexshopper Inc Common 17K 13K –
Hypersolar Inc Common 2K 147K –
Adelphia Commun Cp Clxxx Common 0 100K –