Investment adviser · CRD 108417

WHITE PINE CAPITAL LLC

Investment adviser filing (IA)

BLOOMINGTON, MN, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $431M
Client accounts: 353
Employees: 7
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	70	$328,688,314	76.3%
Other clients	5	$80,124,045	18.6%
Charities	Fewer than 5	$11,975,361	2.8%
Individuals	9	$6,086,666	1.4%
Retirement plans	Fewer than 5	$3,738,648	0.9%

Filing source

Form ADV 2089648 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ITASCA CAPITAL PARTNERS LLCHedge Fund · Last reported Mar 31, 2026$11.9MGross asset value

Form D fundraising filings

Itasca Capital Partners, LLC

Fund administrator INTERNATIONAL FUNDS MANAGEMENT FLEMINGTON, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor SANVILLE AND COMPANY DALLAS, Texas, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SANVILLE AND COMPANY
PCAOB 169

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source

Fund ID: 805-1917134398
Reported beneficial owners: 16
Minimum commitment: $500K
Form D file number: 021-175620

Form ADV 2089648 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

3800 AMERICAN BLVD WEST, SUITE 645
BLOOMINGTON, MN, 55431, United States

CRD 108417

Filing source

Form ADV 2089648 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.