Full text of WHITEMARSH CAPITAL ADVISORS LLC's X-17A-5 filed 2026-02-27 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # *WHITEMARSH CAPITAL ADVISORS, LLC* # *STATEMENT OF FINANCIAL CONDITION* # **FOR THE YEAR ENDED DECEMBER 31, 2025** {1}------------------------------------------------ ## **WHITEMARSH CAPITAL ADVISORS LLC** ## **DECEMBER 31, 2025** ### **CONTENTS** | | Page | |----------------------------------------------------|------| | Facing Page and Oath or Affirmation Page | 1-2 | | Report of Independent Certified Public Accountants | 3 | | Statements of Financial Condition | 4 | | Notes to the Financial Statements | 5-9 | {2}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** > **ANNUAL REPORTS FORM X-17A-5** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 > SEC FILE NUMBER 8-65988 # **PART Ill** **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING O 1/01 /25 MM/DD/YY AND ENDING 12/31 /25 MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAME OF FIRM: WHITEMARSH CAPITAL ADVISORS LLC #### TYPE OF REGISTRANT {check all applicable boxes): C!J Broker-dealer □ Security-based swap dealer □ Check here if respondent is also an OTC derivatives dealer □ Major security-based swap participant ADDRESS OF PRINCIPAL PLACE OF BUSINESS: {Do not use a P.O. box no.) # 10 Whitemarsh Court | | (No. and Street) | | | |----------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------|------------------------|------------| | Marlton | NJ | | 08053 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Mark T Manzo | (201) 519-1905 | mmanzo@moppartners.com | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | Mercurius & Associates LLP | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>(Name - if individual, state last, first, and middle name) | | | | | | | | | | A-94/8, Wazipur Industrial Area New Delhi | India | 110052 | | (Address) | (City) | (State) | (Zip Code) | | 02/10/2009 | | 3323 | | | | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant mu…Read the full text as markdown