J.H. WHITNEY CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- NEW CANAAN, Connecticut
- CRD number
- 160547
- Registered since
- March 30, 2012
- Website
- www.whitney.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
J.H. Whitney Capital Partners, LLC is an SEC-registered private equity–focused investment adviser organized as an LLC and registered in 2012. The firm functions as both a capital allocator and a manager of pooled investment vehicles, serving an institutional client base. Its business model combines traditional asset-based fees with performance-based fee arrangements. Advisory work is concentrated on portfolio management for pooled funds; the firm also operates as a sponsor, general partner and managing member of those pooled vehicles. It is not registered as a multi-state adviser and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DAVID ZATLUKAL
CFO & CCOCRD 6930853
Contacts
2 of 2ROBERT WILLIAMS
Senior Managing DirectorCRD 2671034
PAUL VIGANO
Senior Managing DirectorCRD 2526783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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