WHETSTONE CAPITAL ADVISORS

RIASEC RegisteredEst. 2014
Total AUM
$415M
Discretionary
$415M
100% of AUM
Avg account
$138M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
MISSION WOODS, Kansas
CRD number
155414
Registered since
April 11, 2014
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Whetstone Capital Advisors is an SEC-registered, privately owned investment manager that operates as a hedge fund manager and advisor to pooled vehicles. The firm registered with the SEC in 2014 and serves primarily institutional clients. Its advisory work centers on portfolio management for pooled investment vehicles and it also functions as sponsor/GP/managing member of the funds it runs. Whetstone charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm does not position itself as an ESG investor and is not classified as a multi-state adviser.

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

Contacts

2 of 2
  • DAVID ATTERBURY

    PresidentCRD 4833060

  • ANDREW CARLSON

    Investment PartnerCRD 6225887

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

MISSION WOODS, KS

JOHNSON

Location

MISSION WOODS, KS

Headquartered in MISSION WOODS, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
2001 Shawnee Mission Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth