WHETSTONE CAPITAL ADVISORS
Firm details
- Headquarters
- MISSION WOODS, Kansas
- CRD number
- 155414
- Registered since
- April 11, 2014
- Website
- whetstone-capital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2DAVID ATTERBURY
PresidentCRD 4833060
ANDREW CARLSON
Investment PartnerCRD 6225887
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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