# WHELAN CAPITAL MANGEMENT

WHELAN CAPITAL MANGEMENT of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107216
- Type: SEC-registered investment adviser
- SEC file number: 801-39912
- Location: 707 MENLO AVE, MENLO PARK, CA, 94025
- Phone: 650-722 0258
- Latest filing: 2026-03-26
- Regulatory AUM: $925K
- Discretionary AUM: $925K
- Accounts: 1

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| WHELAN HARRY GABRIEL | CCO; CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| GRATNY EUGENE GARFIELD | PRINCIPAL; RETIRED; RETIRED PARTNER | — |
| FIORETTI ADRIENNE ANDERSON | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107216/similar
- Related entities: https://search.stillhousedata.com/firm/107216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107216

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.