Insights

Small firm, global reach Independent global value manager established in 2005 with discretionary asset management across global securities, indicating potential opportunities to provide scalable institutional services, technology, or research partnerships suitable for a boutique firm seeking broader capabilities.

Leadership with credibility Founders have extensive investment experience (30+ years) and active leadership roles (CEO and COO), suggesting openings for strategic advisory, high-touch client support enhancements, and thought leadership collaborations to strengthen client acquisition efforts.

Discretionary model All client assets are managed on a discretionary basis and the firm does not manage separate accounts, presenting an opportunity to discuss outsourced CIO services, consolidated reporting platforms, and custody/settlement efficiency improvements.

Digital footprint Presence on multiple tech and social platforms with basic analytics stack and web technologies, signaling room for modernization projects, marketing analytics partnerships, and enhanced digital client acquisition channels to boost visibility.

Resource constraints Small employee count (2-10) and modest revenue range suggest a potential for cost-effective, scalable compliance, cybersecurity, and vendor partnerships, as well as white-label or hosted tech solutions to support growth without headcount expansion.

Similar companies to Wintergreen Advisers, LLC

Wintergreen Advisers, LLC Tech Stack

Wintergreen Advisers, LLC uses 8 technology products and services including Microsoft 365, yepnope.js, Modernizr, and more. Explore Wintergreen Advisers, LLC's tech stack below.

Microsoft 365
Email
yepnope.js
Javascript Frameworks
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
YouTube
Video Players
Apache HTTP Server
Web Servers
Twitter
Widgets
Facebook
Widgets

Wintergreen Advisers, LLC's Email Address Formats

Wintergreen Advisers, LLC uses at least 2 format(s):

Wintergreen Advisers, LLC Email Formats	Example	Percentage
FirLast@wintergreen.com	JohDoe@wintergreen.com	25%
Last@wintergreen.com	Doe@wintergreen.com	25%
FLast@wintergreen.com	JDoe@wintergreen.com	25%
First@wintergreen.com	John@wintergreen.com	25%
FLast@wintergreenadvisers.com	JDoe@wintergreenadvisers.com	50%
Last@wintergreenadvisers.com	Doe@wintergreenadvisers.com	25%
First.Last@wintergreenadvisers.com	John.Doe@wintergreenadvisers.com	25%

Frequently Asked Questions

What is Wintergreen Advisers, LLC's phone number?

You can contact Wintergreen Advisers, LLC's main corporate office by phone at

+1-973-263-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wintergreen Advisers, LLC's official website and social media links?

Wintergreen Advisers, LLC's official website is wintergreenadvisers.com and has social profiles on LinkedIn.

How much revenue does Wintergreen Advisers, LLC generate?

As of July 2026, Wintergreen Advisers, LLC's annual revenue is estimated to be <$1M.

What is Wintergreen Advisers, LLC's NAICS code?

Wintergreen Advisers, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Wintergreen Advisers, LLC have currently?

As of July 2026, Wintergreen Advisers, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Chief Executive Officer: D. W.Chief Executive Officer: Y. A.Chief Operating Officer: A. E.. Explore Wintergreen Advisers, LLC's employee directory with LeadIQ.

What industry does Wintergreen Advisers, LLC belong to?

Wintergreen Advisers, LLC operates in the Financial Services industry.

What technology does Wintergreen Advisers, LLC use?

Wintergreen Advisers, LLC's tech stack includes Microsoft 365yepnope.jsModernizrjQueryYouTubeApache HTTP ServerTwitterFacebook.

What is Wintergreen Advisers, LLC's email format?

Wintergreen Advisers, LLC's email format typically follows the pattern of FirLast@wintergreen.com. Find more Wintergreen Advisers, LLC email formats with LeadIQ.

When was Wintergreen Advisers, LLC founded?

Wintergreen Advisers, LLC was founded in 2005.

Wintergreen Advisers, LLC

Q: How many employees does Wintergreen Advisers, LLC have currently?

Wintergreen Advisers, LLC has approximately 2 employees.

Q: What industry does Wintergreen Advisers, LLC belong to?

Wintergreen Advisers, LLC operates in the Financial Services industry.

Q: What technology does Wintergreen Advisers, LLC use?

Wintergreen Advisers, LLC's tech stack includes Google Tag Manager, RackSpace Cloud, Modernizr, Ubuntu, Microsoft 365.

Q: When was Wintergreen Advisers, LLC founded?

Wintergreen Advisers, LLC was founded in 2005.

Q: What is Wintergreen Advisers, LLC's NAICS code?

Wintergreen Advisers, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States2-10 Employees

Wintergreen Advisers, LLC is an independent global money manager in the Financial Services industry, established in 2005 and based in Mountain Lakes, New Jersey. The firm employs a research-driven value approach to managing global securities and provides discretionary asset management for client portfolios. Founders are David J. Winters, who serves as Chief Executive Officer and Portfolio Manager of the Wintergreen Fund, and Liz Cohernour, co-founder and Chief Operating Officer, each with extensive investment advisory experience. All client assets are managed on a discretionary basis, and the firm does not manage separate accounts. The company has 2-10 employees and is located at 333 Route 46 West Suite 204 Mountain Lakes, New Jersey 07046 United States; website: https://wintergreenadvisers.com.