# WHITMAN/PETERSON, LLC

WHITMAN/PETERSON, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 296087
- Type: SEC-registered investment adviser
- SEC file number: 801-119061
- Location: 3075 TOWNSGATE ROAD, SUITE 210, WESTLAKE VILLAGE, CA, 91361
- Phone: 818-483-1060
- Latest filing: 2026-04-29
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.4B
- Clients: 26
- Accounts: 6

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| [Jason Carter Johnson](https://search.stillhousedata.com/person/661391) | CHIEF FINANCIAL OFFICER | — |
| [Robert Adams Whitman](https://search.stillhousedata.com/person/661396) | CO-MANAGING PARTNER; MEMBER | — |
| [Weston Warner Whitman](https://search.stillhousedata.com/person/661397) | CO-MANAGING PARTNER; OWNER | — |
| [Nicole Kristen Whitman](https://search.stillhousedata.com/person/661398) | OWNER | — |
| [Jerome Edward Nonato](https://search.stillhousedata.com/person/661399) | CHIEF COMPLIANCE OFFICER | — |
| [Joel Clinton Peterson](https://search.stillhousedata.com/person/697711) | CO-MANAGER | — |
| [Clinton Randall Peterson](https://search.stillhousedata.com/person/697712) | CO-MANAGER | — |
| [PETERSON JOEL CLINTON](https://search.stillhousedata.com/person/772410) | CO-MANAGER | — |
| [WHITMAN WESTON WARNER](https://search.stillhousedata.com/person/814926) | CO-MANAGING PARTNER; OWNER | — |
| [WHITMAN ROBERT ADAMS](https://search.stillhousedata.com/person/814927) | CO-MANAGING PARTNER; MEMBER | — |
| [PETERSON CLINTON RANDALL](https://search.stillhousedata.com/person/814928) | CO-MANAGER | — |
| [JOHNSON JASON CARTER](https://search.stillhousedata.com/person/861960) | CHIEF COMPLIANCE OFFICER | — |
| [WHITMAN NICOLE KRISTEN](https://search.stillhousedata.com/person/861961) | OWNER | — |


## Private funds (6)

| Fund | Type | Formed | Owners | GAV | 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296087/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296087/similar
- Related entities: https://search.stillhousedata.com/firm/296087/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296087

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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.