The WHITMAN/PETERSON is a privately held investment adviser that advises $2.37Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. WHITMAN/PETERSON is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 127.46% over the last 5-years.
The Group has been registered with the SEC for 6.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3075 TOWNSGATE ROAD SUITE 210, WESTLAKE VILLAGE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 26 employees comprised of 26 investment and 0 non-investment staff. The total number of Employees increased by 30% over the last 5-years.
Their $2.37Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $2.37Bn or 100% of Total Assets.
The Group's top investment strategies include Real Estate and Long Only, representing 95.7% and 4.3% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
WHITMAN/PETERSON names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.