|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Whitman/Peterson LLC
✚
|
|
|---|---|
| CRD # | 296087 |
| SEC # | 801-119061 |
| CIK # | |
| AUM | $2.0 B (2025-04-28) |
| Employees | 28 (93% Investors, 0% Brokers) |
| Phone | 818-483-1060 |
| Address | 3075 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Whitman/Peterson Partners V LP | 2025-03-26 | 431.1 | |
| RE | WP IV Industrial Sidecar LP | [2022-03-31] | 91.5 | 92.8 |
| RE | Whitman/Peterson Partners IV LP | 2020-06-15 | 744.3 | |
| RE | Whitman/Peterson Core Plus LP | [2020-03-30] | 115.0 | 135.6 |
| RE | Whitman/Peterson Partners III LP | [2017-03-30] | 402.0 | 466.8 |
| RE | Whitman/Peterson Partners II Ltd | 2014-03-31 | 104.5 | |
| RE | Whitman Peterson Partners Ltd | 2012-02-14 | 7.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 2.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 2.0 |
| By Discretionary | ||
| Discretionary | 7 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1.9 | |
| Total | 7 | 2.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joel Peterson | 45 | ||
| Weston Whitman | 7 | ||
| Robert Whitman | 7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kildare Partners US LLC
✚
|
TX | 2.0 |
|
Resmark Equity Partners LLC
✚
|
CA | 2.0 |
|
Timberland Investment Resources LLC
✚
|
GA | 2.0 |
|
Griffis Residential Investment Advisor
✚
|
CO | 2.0 |
|
Cloud Capital Advisors LLC
✚
|
DC | 2.0 |
|
Lument Investment Management LLC
✚
|
NY | 2.0 |
|
Laramar Multi-Family Value Manager LLC
✚
|
IL | 1.9 |
|
Rose Smart Growth Investment Advisors LLC
✚
|
NY | 1.9 |
|
Maxim Capital Group LLC
✚
|
NY | 1.9 |
|
Blue Vista Capital LLC
✚
|
IL | 1.9 |