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| Whitman/Peterson LLC
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|
|
|---|---|
| CRD # | 296087 |
| SEC # | 801-119061 |
| CIK # | |
| AUM | $1.8 BB (2023-03-30) |
| Employees | 21 (95% Investors, 0% Brokers) |
| Phone | 818-483-1060 |
| Address | 3075 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | WP IV Industrial Sidecar LP | [2022-03-31] | 89.6 | 94.8 |
| RE | Whitman/Peterson Partners IV LP | 2020-06-15 | 821.6 | |
| RE | Whitman/Peterson Core Plus LP | [2020-03-30] | 115.0 | 155.7 |
| RE | Whitman/Peterson Partners III LP | [2017-03-30] | 402.0 | 509.2 |
| RE | Whitman/Peterson Partners II Ltd | 2014-03-31 | 170.7 | |
| RE | Whitman Peterson Partners Ltd | 2012-02-14 | 8.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1,760.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 1,760.2 |
| By Discretionary | ||
| Discretionary | 6 | 1,760.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 1,760.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 178.9 | |
| United States Persons | 1,581.3 | |
| Total | 6 | 1,760.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Joel Peterson | 33 | ||
| Robert Whitman | 5 | ||
| Weston Whitman | 5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Marcus Partners Inc
✚
|
MA | 1.9 |
|
Green Cities Investment Management LLC
✚
|
OR | 1.9 |
|
Equus Capital Partners Ltd
✚
|
PA | 1.8 |
|
Rose Smart Growth Investment Advisors LLC
✚
|
NY | 1.8 |
|
BlackRock Realty Advisors Inc
✚
|
NY | 1.7 |
|
Sterling Investment Management LLC
✚
|
FL | 1.7 |
|
Everwest Advisors LLC
✚
|
CO | 1.7 |
|
Raith Capital Partners LLC
✚
|
NY | 1.7 |
|
Unison Investment Management LLC
✚
|
CA | 1.6 |
|
Iron Point Partners LLC
✚
|
DC | 1.6 |