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 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

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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

    CFO & CCOCRD 6930853

Contacts

2 of 2
  • ROBERT WILLIAMS

    Senior Managing DirectorCRD 2671034

  • PAUL VIGANO

    Senior Managing DirectorCRD 2526783

Wealth teams

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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