Whittier Advisors LLC

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Assets, Funds, Holdings

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Whittier Advisors LLC
CRD #318024
SEC #801-126237
CIK #
AUM $862.1 MM (2024-03-08)
Employees 7 (29% Investors, 0% Brokers)
Phone949-341-4250
Address4695 MacArthur Court
Newport Beach, CA 92660
Source [IAPD] [Website]
Total AUM ($MM)
90072054036018002009201420192025
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
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Donald L Hagan LLC
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Symphony Financial Ltd Co
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AWM Capital LLC
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Silicon Valley Capital Partners LP
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