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| Annis Gardner Whiting Capital Advisors LLC
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| CRD # | 150570 |
| SEC # | 801-70256 |
| CIK # | 0001998414 |
| AUM | 1,726.8 M (2026-03-13) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-254-4700 |
| Address | 511 W Bay Street Tampa, FL 33606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001998414 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BRP Group Inc | 37.7 | ||
| Alphabet Inc | 16.4 | ||
| Nvidia Corp | 14.0 | ||
| Apple Inc | 12.5 | ||
| Microsoft Corp | 10.2 | ||
| Alphabet Inc | 10.1 | ||
| Amazon Com Inc | 9.6 | ||
| Facebook Inc | 6.4 | ||
| J P Morgan Chase & Co | 6.0 | ||
| Marinemax Inc | 4.9 | ||
| Johnson & Johnson | 4.7 | ||
| Talos Energy Inc | 4.7 | ||
| Chemours Co | 3.7 | ||
| Susser Petroleum Partners LP | 3.7 | ||
| Goldman Sachs Group Inc | 3.6 | ||
| Broadcom Inc | 3.4 | ||
| Heritage Insurance Holdings Inc | 3.3 | ||
| Tesla Motors Inc | 3.2 | ||
| Chevron Corp | 3.2 | ||
| Citigroup Inc | 3.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | AGW PE Access Vehicle BPV - IV LLC | [2021-07-22] | 2.0 M | 4.2 M |
| Offered $6,000,000 · Filed 2021-02-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $4,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 0.0 |
| (b) Individuals (high net worth individuals) | 92 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 6 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,044 | 1.7 |
| By Discretionary | ||
| Discretionary | 1,621 | 1.4 |
| Non-Discretionary | 423 | 0.3 |
| Total | 2,044 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1.7 | |
| Total | 2,044 | 1.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Peter Gardner | Director | 6 | 3 | |
| Jeffrey Annis | Director | 1 | 1 | |
| Paul Whiting Jr | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001998414] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 16 (1 non-US) |
| Serves | Institutional, Retail, Research |
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