Insights

Nimble Independent Small, independent global value manager with discretionary assets under management well below competitors, indicating a potential need for scalable investment tech, outsourced services, and tailored client reporting solutions to support growth.

Founder-led Leadership team combines decades of investment and operational experience, suggesting opportunities for high-touch relationship management, strategic product partnerships, and specialized research collaborations to deepen client trust.

Value Focus Research-driven value approach with global securities focus signals potential interest in enhanced due diligence tools, risk analytics, and performance attribution platforms aligned with their investment philosophy.

Tech Footprint Utilizes common web and analytics stack; potential fit for cybersecurity audits, cloud-based collaboration and CRM upgrades, and data integration services to improve client experience and compliance.

Growth Readiness Revenue under one million and a lean team imply readiness for scalable solutions, partnerships, and introductory investment products or services designed for smaller outfits seeking efficiency gains.

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, jQuery, and more. Explore Wintergreen Advisers, LLC's tech stack below.

  • yepnope.js
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers
  • Facebook
    Widgets
  • Twitter
    Widgets

Wintergreen Advisers, LLC's Email Address Formats

Wintergreen Advisers, LLC uses at least 7 email formats:
Wintergreen Advisers, LLC Email FormatsExamplePercentage
FirLast@wintergreen.comJohDoe@wintergreen.com
25%
Last@wintergreen.comDoe@wintergreen.com
25%
FLast@wintergreen.comJDoe@wintergreen.com
25%
First@wintergreen.comJohn@wintergreen.com
25%
FLast@wintergreenadvisers.comJDoe@wintergreenadvisers.com
50%
Last@wintergreenadvisers.comDoe@wintergreenadvisers.com
25%
First.Last@wintergreenadvisers.comJohn.Doe@wintergreenadvisers.com
25%

Frequently Asked Questions

What is Wintergreen Advisers, LLC's phone number?

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

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

How much revenue does Wintergreen Advisers, LLC generate?

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

What is Wintergreen Advisers, LLC's NAICS code?

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

How many employees does Wintergreen Advisers, LLC have currently?

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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. and Chief Operating Officer: A. E. Explore Wintergreen Advisers, LLC's employee directory with LeadIQ.

What industry does Wintergreen Advisers, LLC belong to?

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Wintergreen Advisers, LLC operates in the Financial Services industry.

What technology does Wintergreen Advisers, LLC use?

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Wintergreen Advisers, LLC's tech stack includes Microsoft 365, yepnope.js, jQuery, Modernizr, Google Analytics, Apache, Facebook and Twitter.

What is Wintergreen Advisers, LLC's email format?

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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?

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Wintergreen Advisers, LLC was founded in 2005.
Wintergreen Advisers, LLC logo

Wintergreen Advisers, LLC

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.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Wintergreen Advisers, LLC's revenue is estimated to be in the range of <$1M

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