White Crest Capital

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

390 Sunset Ln, Glencoe, Illinois, 60022,...

Phone Number

(847) 786-4682

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About White Crest Capital

White Crest Capital is a state-registered investment adviser based in Glencoe, Illinois, specializing in asset protection through a solid asset allocation strategy with a low management fee of 0.75%. The firm invests client funds in a separately managed portfolio tailored to individual risk tolerance, time horizon, and tax status, aiming to outperform the S&P 500 Index with lower volatility. Founded by Benjamin Gutstein, who has over 25 years of experience in financial markets, White Crest primarily serves institutional and high net worth clients. The company emphasizes ethical conduct and exceptional client service, providing education and simplifying complex portfolio issues.Explore more
Popular SearchesWhite Crest Capital LLCSIC Code 62,628NAICS Code 52,523Show more

White Crest Capital Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

White Crest Capital

<$5M
1-10
Private
-
2015
$5.2M
11-50
Private
<$5M
1997
BH
Brian HiselChief Financial Officer
<$5M
11-50
Private
<$5M
2007
DT
Dennis TraceyManaging Director
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2003
AW
Austin WagnerPortfolio Manager
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
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Company Profile Activity

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Activity Insights

White Crest Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

White Crest Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about White Crest Capital.

White Crest Capital Tech Stack

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Frequently Asked Questions Regarding White Crest Capital

What is White Crest Capital's official website?
White Crest Capital's official website is www.whitecrestcap.com
What is White Crest Capital's Revenue?
White Crest Capital's revenue is <$5 Million
What is White Crest Capital's SIC code?
White Crest Capital's SIC: 62,628
What is White Crest Capital's NAICS code?
White Crest Capital's NAICS: 52,523
How many employees does White Crest Capital have?
White Crest Capital has 1-10 employees
What industry does White Crest Capital belong to?
White Crest Capital is in the industry of: Finance, Securities Trading
What is White Crest Capital competition?
White Crest Capital top competitors include: Evanson Asset Management, Garrett Nagle, Dearborn Partners, Glovista Investments
What technology does White Crest Capital use?
Some of the popular technologies that White Crest Capital uses are: Smarsh, Google Font API, Font Awesome, GoDaddy DNS
How do I contact White Crest Capital?
White Crest Capital contact info: Phone number: (847) 786-4682 Website: www.whitecrestcap.com
What does White Crest Capital do?

White Crest Capital is a state-registered investment adviser based in Glencoe, Illinois, specializing in asset protection through a solid asset allocation strategy with a low management fee of 0.75%. The firm invests client funds in a separately managed portfolio tailored to individual risk tolerance, time horizon, and tax status, aiming to outperf... orm the S&P 500 Index with lower volatility. Founded by Benjamin Gutstein, who has over 25 years of experience in financial markets, White Crest primarily serves institutional and high net worth clients. The company emphasizes ethical conduct and exceptional client service, providing education and simplifying complex portfolio issues.Read More

Is White Crest Capital a public company?
White Crest Capital is private company therefore does not currently have an official ticker symbol
See more information about White Crest Capital

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