WHITMAN/PETERSON, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 296087). Regulatory assets under management: $2.4B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Jason Carter Johnson | CHIEF FINANCIAL OFFICER | — |
| Robert Adams Whitman | CO-MANAGING PARTNER; MEMBER | — |
| Weston Warner Whitman | CO-MANAGING PARTNER; OWNER | — |
| Nicole Kristen Whitman | OWNER | — |
| Jerome Edward Nonato | CHIEF COMPLIANCE OFFICER | — |
| Joel Clinton Peterson | CO-MANAGER | — |
| Clinton Randall Peterson | CO-MANAGER | — |
| PETERSON JOEL CLINTON | CO-MANAGER | — |
| WHITMAN WESTON WARNER | CO-MANAGING PARTNER; OWNER | — |
| WHITMAN ROBERT ADAMS | CO-MANAGING PARTNER; MEMBER | — |
| PETERSON CLINTON RANDALL | CO-MANAGER | — |
| JOHNSON JASON CARTER | CHIEF COMPLIANCE OFFICER | — |
| WHITMAN NICOLE KRISTEN | OWNER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WHITMAN/PETERSON PARTNERS V, LP | Real Estate Fund | Delaware | 76 | $848.8M | — |
| WHITMAN/PETERSON PARTNERS IV, LP | Real Estate Fund | Delaware | 220 | $777.3M | — |
| WHITMAN/PETERSON PARTNERS III, LP | Real Estate Fund | Delaware | 16 | $422.9M | $1.0M |
| WHITMAN/PETERSON CORE PLUS, LP | Real Estate Fund | Delaware | 15 | $125.3M | $600K |
| WHITMAN/PETERSON PARTNERS II, LTD. | Real Estate Fund | Cayman Islands | 4 | $101.7M | — |
| WP IV INDUSTRIAL SIDECAR, LP | Real Estate Fund | Delaware | 23 | $90.6M | — |