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 LLC (registered in 2014) that operates as a hedge fund manager serving institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it functions as a sponsor/GP/managing member of those vehicles. Fee arrangements include a percentage-of-AUM component, fixed fees and performance-based fees. Whetstone does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • David Atterbury

    David Atterbury

    PresidentCRD 4833060

  • Andrew Carlson

    Andrew Carlson

    Investment PartnerCRD 6225887

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth