# White Sail Advisors LLC

> White Sail Advisors LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 315447
- Filed as: WHITE SAIL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315447
- AdvisorCensus page: https://advisorcensus.com/firm/white-sail-advisors-llc-315447

## Quick answers

**How is White Sail Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), White Sail Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is White Sail Advisors LLC registered with the SEC or a state?**
White Sail Advisors LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315447.

**How much does White Sail Advisors LLC manage?**
White Sail Advisors LLC reports $4,660,743 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (90% discretionary).

**What types of clients does White Sail Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (4).

**Does White Sail Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315447

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $4,660,743
- Discretionary: $4,207,090
- Non-discretionary: $453,653

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,370,891 |
| High net worth individuals | 4 | $3,289,852 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Sail Advisors LLC (CRD 315447): Form ADV filing data as of October 2026.