Whitebark Investors provides portfolio management for pooled vehicles. The firm advises 3 private funds.
Whitebark Investors reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($292M across 5 accounts) are managed with discretion. Of its clients, 40% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $292M | 100.0% | $58.5M |
| Total | 5 | $292M | 100% | $58.5M |
- Clients
- 5
- Regulatory AUM
- $292M
- AUM share
- 100.0%
- Avg. per client
- $58.5M
Total
- Clients
- 5
- Regulatory AUM
- $292M
- AUM share
- 100%
- Avg. per client
- $58.5M
- Clients outside the U.S.
- 40%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Whitebark Investors is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Thomas McConnon owns 75% or more of Whitebark Investors. The leadership team of Whitebark Investors includes Chief Investment Officer Thomas McConnon, Chief Financial Officer Ryan Mayetani and Chief Compliance Officer Jaime McPhee. It has 6 employees, 3 of them in advisory roles.
Leadership
- Ryan MayetaniChief Financial Officer
- Jaime McPheeChief Compliance Officer
- Thomas McConnonChief Investment Officer and Managing Partner
Staff
- 6 employees
- 3 in advisory functions
- Owns 75% or more of Whitebark Investors LP
Thomas McConnon
Control person · since May 2024
Whitebark Investors’ regulatory assets grew Infinity× from $0 (July 2024) to $292M (May 2026); employees rose from 1 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $292M | 5 | 6 | 2 |
| April 2025 | $342M | 3 | 5 | 2 |
| July 2024 | $0 | 0 | 1 | 1 |
Besides its headquarters, Whitebark Investors has 1 office, with 2 listed addresses in Nevada and New York.
Nevada · 1 listed address
- 893 Tahoe Boulevard, Suite 1350, Incline VillageHQ
New York · 1 listed address
- 12 East 49th St, New York
Contact and registration details
- Legal name
- Whitebark Investors LP
- Headquarters
- 893 Tahoe Boulevard, Suite 1350, Incline Village, NV 89451
- Website
- whitebarkinvestors.com
- Phone
- 775-737-2214
- @whitebark
- SEC file
- 801-130640
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Whitebark Investors has custody of $144M in client assets for 4 clients.
Whitebark Investors’ reported 13F holdings for the quarter ended 30 June 2026 total $129M across 10 positions; the largest are Global E Online Ltd (16.0%), Coupang Inc. (14.5%) and Grocery Outlet Hldg Corp. (12.5%).
Reported 13F holdings
- $129M
- Reported 13F value
- 10
- Positions
- 100.0%
- In the 10 largest
- +3.5%
- Value vs. prior quarter
- Global E Online Ltd16.0%
- Coupang Inc. · CL A14.5%
- Grocery Outlet Hldg Corp.12.5%
- Microsoft Corp.12.1%
- Klarna Group PLC10.8%
- Flutter Entmt PLC10.6%
- Goosehead Ins Inc. · Com CL A10.1%
- Blend Labs Inc. · CL A8.4%
- Taiwan Semiconductor Manufac · Sponsored ADS3.2%
- Shenandoah Telecommunication1.9%
Together, the ten largest are 100.0% of reported value.
How many clients does Whitebark Investors have?
Whitebark Investors has 5 clients and manages $292 million for them, as of May 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026
What services does Whitebark Investors offer?
Whitebark Investors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Whitebark Investors have?
Whitebark Investors has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Whitebark Investors?
Whitebark Investors’ direct owner is Thomas McConnon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 May 2026
How does Whitebark Investors get paid?
Whitebark Investors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Whitebark Investors registered with the SEC?
Yes, Whitebark Investors has been registered with the SEC as an investment adviser since 22 July 2024. Its CRD number is 331803 and its SEC file number is 801-130640.
Source: Form ADV Part 1A, Item 1, filed 27 May 2026; IAPD firm record
How do I contact Whitebark Investors?
Whitebark Investors’ main office is at 893 Tahoe Boulevard, Suite 1350, Incline Village, NV 89451. Its phone number is 775-737-2214. Its website is whitebarkinvestors.com.