Key facts
- WHITMAN/PETERSON, LLC is a other based in WESTLAKE VILLAGE, CA.
- WHITMAN/PETERSON, LLC has 4 funds on record, raising $2.0B across the 4 that report a size.
- WHITMAN/PETERSON, LLC reports $101.7M in regulatory assets under management across 6 private funds, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 296087- Regulatory AUM
- $101.7M
- Private fund assets
- $2.4B
- Private funds
- 6 · 6 real estate
- Staff
- 26
- Registered office
- WESTLAKE VILLAGE, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WHITMAN/PETERSON, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
4 recorded- Whitman/Peterson Partners V, LP2023$780.0M
- Whitman/Peterson Partners IV, LP2020$692.0M
- Whitman/Peterson Core Plus, LP2019$115.0M
- Whitman/Peterson Partners III, LP2016$402.0M
$2.0B raised across the 4 funds that report a size
Frequently asked
- What is WHITMAN/PETERSON, LLC's AUM?
- WHITMAN/PETERSON, LLC manages approximately $101.7M in assets.