WHITEBARK INVESTORS LP
Legal name: WHITEBARK INVESTORS
CRD #331803 SEC #801-130640 INCLINE VILLAGE, NV 775-737-2214
SEC Registered Private Funds
Total AUM
$341.5M
Discretionary
$341.5M
Employees
5
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUNN, SUSAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LUNN, SUSAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LUNN, SUSAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LUNN, SUSAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCPHEE, JAIME, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCPHEE, JAIME, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCPHEE, JAIME, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITEBARK INVESTORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WHITEBARK INVESTORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WHITEBARK INVESTORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WHITEBARK INVESTORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WHITEBARK INVESTORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WHITEBARK INVESTORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| MCCONNON, THOMAS, ENDEL | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER | E | Control |
| MCCONNON, THOMAS, ENDEL | I | CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER / PRESIDENT / LIMITED PARTNER | E | Control |
| MCCONNON, THOMAS, ENDEL | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | E | Control |
| MCCONNON, THOMAS, ENDEL | I | CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER / PRESIDENT / LIMITED PARTNER | E | Control |
| MCCONNON, THOMAS, ENDEL | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | E | Control |
| MCCONNON, THOMAS, ENDEL | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCCONNON, THOMAS, ENDEL | I | WHITEBARK INVESTORS GP LLC | E | Control |
| MCCONNON, THOMAS, ENDEL | I | WHITEBARK INVESTORS GP LLC | E | Control |
| MCCONNON, THOMAS, ENDEL | I | WHITEBARK INVESTORS GP LLC | E | Control |
| MCCONNON, THOMAS, ENDEL | I | WHITEBARK INVESTORS GP LLC | E | Control |
Registrations
Federal
IA
Apr 24, 2025 REGISTERED
Notice Filings (2)
NV NY
Address
893 TAHOE BOULEVARDSUITE 1350
INCLINE VILLAGE, NV 89451
United States
Phone: 775-737-2214