WHITEGATE INVESTMENT COUNSELORS, INC.
CRD #107732 SEC #801-40719 CONCORD, NH 603-228-5471
SEC Registered
Total AUM
$545.6M
Discretionary
$535.4M
Employees
3
Clients
--
Accounts
497
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $545.6M | $535.4M | $10.2M | 3 | 0 |
| Mar 2025 | $545.6M | $535.4M | $10.2M | 3 | 0 |
| Jun 2024 | $674M | $663M | $11.1M | 5 | 0 |
| Jan 2024 | $647.5M | $635.8M | $11.7M | 5 | 0 |
| Mar 2023 | $618.4M | $608.4M | $10M | 4 | 0 |
| Mar 2022 | $717.8M | $704.8M | $13M | 4 | 0 |
| Mar 2021 | $1.1B | $1.1B | $10.3M | 8 | 0 |
| Jun 2020 | $1B | $999.7M | $7.7M | 9 | 0 |
| Mar 2020 | $1B | $999.7M | $7.7M | 9 | 0 |
| Mar 2019 | $845.5M | $839.1M | $6.4M | 9 | 0 |
| Mar 2018 | $869.2M | $864.3M | $4.9M | 8 | 0 |
| Mar 2017 | $784.4M | $739.6M | $44.8M | 8 | 300 |
| Apr 2016 | $737.7M | $684.9M | $52.8M | 9 | 300 |
| Jan 2016 | $737.7M | $684.9M | $52.8M | 9 | 300 |
| Feb 2015 | $438.1M | $435.2M | $2.9M | 3 | 100 |
| Feb 2014 | $412M | $406.9M | $5.1M | 3 | 100 |
| Feb 2013 | $332.7M | $328.7M | $4M | 3 | 100 |
| Apr 2012 | $289.4M | $283.8M | $5.6M | 1 | 26 |
| Mar 2011 | $262.6M | $259.9M | $2.7M | 5 | -- |
| Mar 2009 | $182.7M | $180.3M | $2.4M | 5 | -- |
| Feb 2009 | $182.7M | $180.3M | $2.4M | 5 | -- |
| Mar 2007 | $545.6M | $410.5M | $135.1M | 5 | -- |
| Feb 2006 | $483.7M | $367.8M | $115.9M | 5 | -- |
| Feb 2005 | $445.4M | $331.2M | $114.2M | 5 | -- |
| Aug 2004 | $398.4M | $299.2M | $99.2M | 5 | -- |
DateNov 2025
Total AUM$545.6M
Discretionary$535.4M
Non-Disc.$10.2M
Employees3
Clients0
DateMar 2025
Total AUM$545.6M
Discretionary$535.4M
Non-Disc.$10.2M
Employees3
Clients0
DateJun 2024
Total AUM$674M
Discretionary$663M
Non-Disc.$11.1M
Employees5
Clients0
DateJan 2024
Total AUM$647.5M
Discretionary$635.8M
Non-Disc.$11.7M
Employees5
Clients0
DateMar 2023
Total AUM$618.4M
Discretionary$608.4M
Non-Disc.$10M
Employees4
Clients0
DateMar 2022
Total AUM$717.8M
Discretionary$704.8M
Non-Disc.$13M
Employees4
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.3M
Employees8
Clients0
DateJun 2020
Total AUM$1B
Discretionary$999.7M
Non-Disc.$7.7M
Employees9
Clients0
DateMar 2020
Total AUM$1B
Discretionary$999.7M
Non-Disc.$7.7M
Employees9
Clients0
DateMar 2019
Total AUM$845.5M
Discretionary$839.1M
Non-Disc.$6.4M
Employees9
Clients0
DateMar 2018
Total AUM$869.2M
Discretionary$864.3M
Non-Disc.$4.9M
Employees8
Clients0
DateMar 2017
Total AUM$784.4M
Discretionary$739.6M
Non-Disc.$44.8M
Employees8
Clients300
DateApr 2016
Total AUM$737.7M
Discretionary$684.9M
Non-Disc.$52.8M
Employees9
Clients300
DateJan 2016
Total AUM$737.7M
Discretionary$684.9M
Non-Disc.$52.8M
Employees9
Clients300
DateFeb 2015
Total AUM$438.1M
Discretionary$435.2M
Non-Disc.$2.9M
Employees3
Clients100
DateFeb 2014
Total AUM$412M
Discretionary$406.9M
Non-Disc.$5.1M
Employees3
Clients100
DateFeb 2013
Total AUM$332.7M
Discretionary$328.7M
Non-Disc.$4M
Employees3
Clients100
DateApr 2012
Total AUM$289.4M
Discretionary$283.8M
Non-Disc.$5.6M
Employees1
Clients26
DateMar 2011
Total AUM$262.6M
Discretionary$259.9M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2009
Total AUM$182.7M
Discretionary$180.3M
Non-Disc.$2.4M
Employees5
Clients--
DateFeb 2009
Total AUM$182.7M
Discretionary$180.3M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2007
Total AUM$545.6M
Discretionary$410.5M
Non-Disc.$135.1M
Employees5
Clients--
DateFeb 2006
Total AUM$483.7M
Discretionary$367.8M
Non-Disc.$115.9M
Employees5
Clients--
DateFeb 2005
Total AUM$445.4M
Discretionary$331.2M
Non-Disc.$114.2M
Employees5
Clients--
DateAug 2004
Total AUM$398.4M
Discretionary$299.2M
Non-Disc.$99.2M
Employees5
Clients--