Insights

Specialized Investment Approach Wintergreen Advisers employs a research-driven value investment strategy focused on global securities, indicating potential interest in advanced analytics, research tools, and data analytics platforms to support their investment decision process.

Focused Client Base Managing client assets on a discretionary basis with a small team suggests they value personalized service, creating opportunities for bespoke portfolio management solutions, high-touch client engagement tools, and reporting services tailored to boutique investment firms.

Digital Engagement Active presence on social media platforms and use of web analytics indicates they prioritize digital outreach and branding, making them a candidate for digital marketing services, brand management tools, and targeted outreach campaigns.

Growth Potential As a smaller, independent money manager with under $1 million in revenue, Wintergreen presents opportunities for growth-oriented services such as capital raising support, strategic consulting, or technology solutions to scale operations.

Industry Niche Operating within the competitive financial services sector with a niche in global value investments, they may be interested in competitive intelligence tools, market research subscriptions, or compliance solutions to strengthen their market position.

Similar companies to Wintergreen Advisers, LLC

Wintergreen Advisers, LLC Tech Stack

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

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

Media & News

Wintergreen Advisers, LLC's Email Address Formats

Wintergreen Advisers, LLC uses at least 2 format(s):
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
33%
Last@wintergreenadvisers.comDoe@wintergreenadvisers.com
17%
First.Last@wintergreenadvisers.comJohn.Doe@wintergreenadvisers.com
17%
FLast@wintergreenadvisers.comJDoe@wintergreenadvisers.com
33%

Frequently Asked Questions

Where is Wintergreen Advisers, LLC's headquarters located?

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Wintergreen Advisers, LLC's main headquarters is located at 333 Route 46 West Suite 204 Mountain Lakes, New Jersey 07046 United States. The company has employees across 1 continents, including North America.

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 February 2026, Wintergreen Advisers, LLC's annual revenue is estimated to be $1.8M.

What is Wintergreen Advisers, LLC's SIC code NAICS code?

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Wintergreen Advisers, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Wintergreen Advisers, LLC have currently?

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As of February 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: L. I.Chief Executive Officer: Y. A.. 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 yepnope.jsModernizrjQueryGoogle AnalyticsNginxGoogle PlusFacebookTwitter.

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

Financial ServicesNew Jersey, United States2-10 Employees

Wintergreen Advisers
Your Home for Global Value®

Established in 2005, Wintergreen is an independent global money manager based in Mountain Lakes, New Jersey. Wintergreen employs a research-driven value style in managing global securities. 

The firm was founded by David J. Winters, who has 30 years of experience in investment advisory services, including management of registered investment companies. David Winters is the firm’s Chief Executive Officer, and is Portfolio Manager of the Wintergreen Fund. 

Wintergreen Adviser’s co-founder is Liz Cohernour, who has over 30 years’ experience in investment advisory business and is the firm’s Chief Operating Officer. 

All client assets are managed on a discretionary basis. The Adviser does not manage separate accounts.

Section iconCompany Overview

Headquarters
333 Route 46 West Suite 204 Mountain Lakes, New Jersey 07046 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

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

Section iconFunding & Financials

  • $1M

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

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