WHITMAN/PETERSON, LLC

RIASEC RegisteredEst. 2020

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$394M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WESTLAKE VILLAGE, California
CRD number: 296087
Registered since: July 15, 2020
Website: www.whitmanpeterson.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Whitman/Peterson, LLC is an SEC-registered investment adviser organized as a limited liability company and classified primarily as a real estate fund manager. The firm provides portfolio management for pooled investment vehicles and serves institutional clients. It charges asset-based fees and may also collect performance-based fees. Whitman/Peterson acts in sponsor and general partner roles and operates as a managing member of pooled vehicles rather than simply allocating capital to third parties. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser. Whitman/Peterson was registered with the SEC in 2020 and its ownership structure includes domestic entities and individuals.