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| Whitman/Peterson LLC
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| CRD # | 296087 |
| SEC # | 801-119061 |
| CIK # | |
| AUM | 2,366.6 M (2026-04-29) |
| Employees | 26 (100% Investors, 0% Brokers) |
| Phone | 818-483-1060 |
| Address | 3075 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Whitman/Peterson Partners V LP | 2025-03-26 | 848.8 M | |
| RE | WP IV Industrial Sidecar LP | [2022-03-31] | 91.5 M | 90.6 M |
| Filed 2023-05-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $150,000 · Remaining Indefinite · Duration More than one year · Commission $255,000 · Revenue Decline to Disclose | ||||
| RE | Whitman/Peterson Partners IV LP | 2020-06-15 | 777.3 M | |
| RE | Whitman/Peterson Core Plus LP | [2020-03-30] | 115.0 M | 125.3 M |
| Offered $115,000,000 · Filed 2019-07-11 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $600,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Whitman/Peterson Partners III LP | [2017-03-30] | 402.0 M | 422.9 M |
| Offered $402,000,000 · Filed 2018-02-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $1,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Whitman/Peterson Partners II Ltd | 2014-03-31 | 101.7 M | |
| RE | Whitman Peterson Partners Ltd | 2012-02-14 | 7.1 M | |
| AUM Breakdown | Accounts | AUM ($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 | 6 | 2.4 |
| (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 | 2.4 |
| By Discretionary | ||
| Discretionary | 6 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.3 | |
| Total | 6 | 2.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joel Peterson | Executive Officer | 47 | 3 | |
| Robert Whitman | Executive Officer | 9 | 2 | |
| Weston Whitman | Executive Officer | 8 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional |
| Fund Types | Real Estate |
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