Whetstone Capital Advisors, Llc
- Regulatory AUM
- $415M
- Discretionary
- $415M
- Clients
- 3
- Avg AUM / client
- $138M
- Accounts
- 3
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $415M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $297M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Whetstone Capital, Lp | Hedge Fund | Delaware | $281M | 85 |
| Whetstone Capital Trading, L.P. | Hedge Fund | Delaware | $13.7M | 6 |
| Whetstone Digital Economy Fund | Other Private Fund | Kansas | $2.0M | 6 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Alan Atterbury | President/Cco | May 2011 (15y) | 75% or more | |
| Andrew Mcintyre Carlson | Investment Partner | Sep 2013 (13y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $297M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Whetstone Capital, Lp | Hedge Fund | $281M | $250K | 85 |
| Whetstone Capital Trading, L.P. | Hedge Fund | $13.7M | $500K | 6 |
| Whetstone Digital Economy Fund | Other Private Fund | $2.0M | $250K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.56 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗