Institutional
    SEC Registered

    Whitebark Investors

    Registered investment advisor · Incline Village, Nevada · CRD #331803

    Assets Under Management
    $292M
    Client Accounts
    5
    Employees
    6
    CRD Number
    331803
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Whitebark Investors

    Whitebark Investors is a hedge fund based in Incline Village, Nevada, focusing on long-biased public equity and private company investments. Founded in 2024, it manages a globally diversified portfolio with a fundamental and long/short equity strategy. The firm aims to generate long-term returns through deep fundamental analysis.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Whitebark Investors's AUM?

    Whitebark Investors reports approximately $292M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Whitebark Investors headquartered?

    Whitebark Investors is headquartered in Incline Village, Nevada.

    What is Whitebark Investors's CRD number?

    Whitebark Investors's CRD number is 331803. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Whitebark Investors manage?

    Whitebark Investors manages approximately 5 client accounts according to its latest SEC filing.

    Is Whitebark Investors SEC registered?

    Yes, Whitebark Investors is registered with the SEC as an investment adviser with an approved registration status.

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