White Mountains Advisors LLC (Guilford)

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.

White Mountains Advisors: assets under management

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 firm manages $4.99 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.85 million each.

Fees & Commissions

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.

Careers at White Mountains Advisors LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dennis Robert Smith	Secretary	1 Apr 1983	Other	728920
Richard Charles Hirtle	Treasurer	1 May 1999	Other	1903617
Inc. Fund American Companies	Owner of applicant	1 Sep 2000	75% - 100%	52-2272489
Diane Tuffey	Vice president and portfolio manager	1 Jan 2002	Other	4508148
John Davies Gillespie	Chairman, president & director	1 Nov 2002	Other	1778872
Robert Lawrence Seelig	General counsel	1 Nov 2002	Other	4606926
Maribel C Friend	Chief operating officer	1 Nov 2002	Other	2265474
Inc. Fund American Companies	Owner of applicant	1 Jan 2003	75% - 100%	52-2272489
Richard Christopher Zawalich	Managing director and portfolio manager	1 Mar 2003	Other	4329981
David Barry Linker	Managing director and head of fixed income	1 Mar 2003	Other	1704988
Richard Page Howard	Managing director	1 Mar 2003	Other	855357
Mark Kevin Dorcus	Managing director	1 Mar 2003	Other	2011765
Reid Tarlton Campbell	Managing director	1 Apr 2003	Other	4653516
Todd Clinton Pozefsky	Assistant vice president	1 Apr 2003	Other	4653521
Gregory Peter Winn	Treasurer	1 Apr 2003	Other	2492423
Kevin Raymond Obrien	Managing director	1 Apr 2003	Other	1673151
Lloyd Prophete	Portfolio analyst	1 Jan 2004	Other	4782517
Mark Gordon Silverman	Senior vice president	1 Feb 2004	Other	2229347
Mark Edward Hunt	Managing director	1 Mar 2004	Other	4602553
Mark Jason Plourde	Managing director and chief financial officer	1 Sep 2004	Other	4922077
Mark J. Plourde	Chief financial officer, treasurer and chief compliance officer	1 Sep 2004	Other	4922077
Mark Kevin Dorcus	Managing director and president	1 Aug 2005	Other	2011765
Inc. Wma Holdings	Owner of applicant	1 Aug 2006	75% - 100%	41-2229010
Matthew Lawrence Boudreau	Secretary	1 Mar 2007	Other	3054857
G. Manning Rountree	President	1 Mar 2009	Other	5655569
Tiina Gerndorf Lawless	Secretary	1 Mar 2009	Other	5655573
George Manning Rountree	President	1 Mar 2009	Other	5655569
Doris Margaret Schmidt	Chief compliance officer and secretary	1 Aug 2009	Other	2362709
Inc. Guilford Holdings	Member	1 Dec 2010	75% - 100%	205264121
Christine Hayer Repasy	General counsel & secretary	1 Mar 2012	Other	4517447
Christine Hayer Repasy	General counsel & chief compliance officer	1 Aug 2012	Other	4517447
Kevin B. Crawford	Chief compliance officer	1 Sep 2012	Other	6115125
Reid Tarlton Campbell	President	1 Jan 2015	Other	4653516

Indirect Owners

The SEC currently registers 23 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Fund American Enterprises Holdings	Holder of all issued and outstanding common stock	1 Sep 2000	75% - 100%	52-2272487
Inc. Fund American Enterprises Holdings	Owner of fund american companies, inc.	1 Jun 2001	75% - 100%	52-2272487
Wm Enterprises (Barbados) Ltd.	Owner of fund american enterprises holdings, inc.	1 Jun 2001	75% - 100%	n/a
Wm Bridgetown (Barbados) Ltd.	Owner of wm enterprises (barbados) ltd.	1 Jun 2001	75% - 100%	n/a
Wm Asset Management (Barbados) Ltd.	Owner of wm bridgetown (barbados) ltd.	1 Jun 2001	75% - 100%	n/a
White Mountains Holdings (Barbados) Srl	Owner of wm asset management (barbados) ltd.	1 Jun 2001	75% - 100%	94-2708455
Ltd. White Mountains Insurance Group	Owner of white mountains holdings (barbados) srl	1 Jun 2001	75% - 100%	94-2708455
White Mountains (Luxembourg) S.A.R.L.	Holder of all issued and outstanding common stock	1 Nov 2003	75% - 100%	98-0437714
White Mountains Holdings Bermuda Ltd.	Holder of all issued and outstanding common stock	1 Jun 2004	75% - 100%	98-0216630
Inc. Fund American Financial Services	Incorp. as wm bridgetown (barbados) ltd. 11/2000. reincorp as wm bridgetown inc., a de. corp, 5/2004. name chg to current 8/2004	1 Aug 2004	75% - 100%	20-1333109
Lone Tree Insurance Group Ltd.	Holder of all issued and outstanding common stock	1 Jul 2006	75% - 100%	98-0527516
White Mountains Holdings (Luxembourg) S.A.R.L.	Holder of all issued and outstanding common stock	1 Jul 2006	75% - 100%	98-0508528
Wm Alameda (Gibraltar) Limited	Holder of all issued and outstanding common stock	1 Aug 2006	75% - 100%	98-0450277
Wtm (Barbados) International Srl	Holder of all issued and outstanding common stock	1 Aug 2006	75% - 100%	98-0450277
Inc. White Mountains	Holder of all issued and outstanding common stock	1 Aug 2006	75% - 100%	20-5305981
Inc. Guilford Holdings	Holder of all issued and outstanding common stock	1 Aug 2006	75% - 100%	20-5264121
Lone Tree Holdings Ltd.	Holder of all issued and outstanding common stock	1 Dec 2006	75% - 100%	08-0527510
Bridge Holdings (Bermuda) Ltd.	Holder of all issued and outstanding common stock	1 Dec 2006	75% - 100%	98-0527520
Esurance Holdings (Bermuda) Ltd.	Holder of all issued and outstanding common stock	1 Dec 2006	75% - 100%	98-0527520
Ltd. White Mountains Insurance Group	Holder of all issued and outstanding common stock	1 Dec 2008	75% - 100%	94-2708455
White Mountains Holdings (Luxembourg) S.A.R.L.	Holder of all issued and outstanding common stock	1 Sep 2011	75% - 100%	98-0508528
Ltd. White Mountains Insurance Group	Holder of all issued and outstanding common stock	1 Dec 2011	75% - 100%	94-2708455
Bridge Holdings (Bermuda) Ltd.	Holder of all issued and outstanding common stock	1 Dec 2015	75% - 100%	98-0527520

Based in Guilford

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.