J.H. Whitney Capital Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$859M
Discretionary
$859M
100% of AUM
Avg account
$143M
Accounts
6
Employees
4
Advisory reps
3

Firm details

Headquarters
New Canaan, Connecticut
CRD number
160547
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

J.H. Whitney Capital Partners, LLC is structured as an individually owned private equity organization that registers with the SEC (registered in 2012) and functions as a capital allocator for institutional clients. The firm provides portfolio management for pooled vehicles and also serves as sponsor, general partner, and managing member of those vehicles, indicating both fund manager and fiduciary roles. Its compensation includes asset‑based fees plus performance‑linked fees. The firm does not identify as an active ESG investor in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • David Zatlukal

    David Zatlukal

    CFO & CCOCRD 6930853

Contacts

2 of 2
  • Robert Williams

    Senior Managing DirectorCRD 2671034

  • Paul Vigano

    Senior Managing DirectorCRD 2526783

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
212 Elm St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth