| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Whitman/Peterson Partners IV, LP | Real Estate | $744.3M | — |
| Whitman/Peterson Partners III, LP | Real Estate | $466.8M | $1M |
| Whitman/Peterson Partners V, LP | Real Estate | $431.1M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Carter Johnson Control | Chief Financial Officer | Under 5% | 2020 |
| Jerome Edward Nonato Control | Chief Compliance Officer | Under 5% | 2025 |
| Robert Adams Whitman Control | Co-Managing Partner | Under 5% | 2020 |
Whitman/Peterson, LLC reports $2 billion in regulatory assets under management on its Form ADV.
Whitman/Peterson, LLC manages 7 private funds with combined gross assets of $2 billion.
Whitman/Peterson, LLC reports 28 employees.
Whitman/Peterson, LLC is based in Westlake Village, CA and has been SEC-registered since 2020.
Whitman/Peterson, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3075 Townsgate Road, Suite 210, Westlake Village, CA 91361 |
| Phone | 818-483-1060 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.98B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.98B |