Wintergreen Advisers, LLC (Mount Olive)

Name: Wintergreen Advisers, LLC
Address: 500 International Drive, Mount Olive, NJ, 07828
Telephone: 973-263-2600

Wintergreen Advisers, LLC is an investment adviser to an investment company based in Mount Olive. It manages $6 of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

Wintergreen Advisers provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wintergreen Advisers: assets under management

The assets under management (AUM) of Wintergreen Advisers, LLC is $6, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6 in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wintergreen Advisers, 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.

What kind of clients Wintergreen Advisers serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Wintergreen Advisers is pooled investment vehicles with 2 clients and $4 of assets under management. Among the 3 most similar advisory firms, Wintergreen Advisers has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $6 for 3 clients. 33% of the firm’s clients are foreign persons or businesses.

Wintergreen Advisers also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $10,000,000.

Careers at Wintergreen Advisers, LLC

The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Elizabeth Nelson Cohernour joined the executive team most recently as the Managing Member / Chief Operating Officer / Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David John Winters	Chief executive officer	1 May 2005	75% - 100%	1500007
Elizabeth Nelson Cohernour	Chief operating officer	1 May 2005	Other	604056
Steven Edward Graff	Vice president	1 Dec 2005	Other	2832305
Anthony Leonard Digioia	Assistant vice president	1 Dec 2005	Other	2744691
Fred Terry Perlstadt	Chief financial officer / chief compliance officer	1 Jan 2006	Other	2649143
David Edward Greenberg	Vice president	1 Mar 2006	Other	2405838
Anthony Leonard Digioia	Vice president	1 Mar 2007	Other	2744691
Kevin Leonard Graff	Assistant vice president	1 Jul 2010	Other	4679714
Elizabeth Nelson Cohernour	Managing member / chief operating officer / chief compliance officer	1 Jun 2019	Other	604056

Based in Mount Olive

The principal office where Wintergreen Advisers, LLC performs its advisory services is located at 500 International Drive, Mount Olive, NJ 07828, which is also the mailing address of the firm. An additional office of the firm is in Boca Raton, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-263-2600 or by fax 973-263-4105. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at wintergreenadvisers.com.