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Whittier Advisors LLC
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CRD # | 318024 |
SEC # | 801-126237 |
CIK # | |
AUM | $862.1 MM (2024-03-08) |
Employees | 7 (29% Investors, 0% Brokers) |
Phone | 949-341-4250 |
Address | 4695 MacArthur Court Newport Beach, CA 92660 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 1 | 0.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 3 | 695.3 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 166.7 |
(n) Other | 0 | 0.0 |
Total | 5 | 862.1 |
By Discretionary | ||
Discretionary | 5 | 862.1 |
Non-Discretionary | 0 | 0.0 |
Total | 5 | 862.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 862.1 | |
Total | 5 | 862.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Passive Capital Management LLC
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|
NY | 0.9 |
Estabrook Capital Management LLC
✚
|
NY | 0.9 |
JMAC Enterprises LLC
✚
|
PA | 0.9 |
Associated Investment Services Inc
✚
|
WI | 0.9 |
Jackson Hole Capital Partners LLC
✚
|
OK | 0.9 |
Park Piedmont Advisors LLC
✚
|
IL | 0.9 |
Donald L Hagan LLC
✚
|
FL | 0.9 |
Symphony Financial Ltd Co
✚
|
TX | 0.9 |
AWM Capital LLC
✚
|
AZ | 0.9 |
Silicon Valley Capital Partners LP
✚
|
CA | 0.9 |