White Mountains Advisors LLC is a large advisory firm based in Guilford. It manages $4.99 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2003.
White Mountains Advisors provides portfolio management for businesses and institutional clients, selection of other advisers, and icav. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of White Mountains Advisors LLC is $4.99 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay White Mountains Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Reid Tarlton Campbell has been acting as President since 1 Jan 2015. Bridge Holdings (Bermuda) Ltd. joined the executive team most recently as the Holder Of All Issued And Outstanding Common Stock.
The principal office where White Mountains Advisors LLC performs its advisory services is located at 200 Hubbard Road, Guilford, CT 06437, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-458-5800 or by fax 203-458-0754. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.