Whitman/Peterson, Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 6
- Avg AUM / client
- $394M
- Accounts
- 6
- Employees
- 26
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $2.4B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Whitman/Peterson Partners Iv, Lp | Real Estate Fund | Delaware | $812M | 220 |
| Whitman/Peterson Partners Iii, Lp | Real Estate Fund | Delaware | $481M | 16 |
| Whitman/Peterson Core Plus, Lp | Real Estate Fund | Delaware | $149M | 15 |
| Whitman/Peterson Partners Ii, Ltd. | Real Estate Fund | Cayman Islands | $148M | 4 |
| Wp Iv Industrial Sidecar, Lp | Real Estate Fund | Delaware | $104M | 23 |
| Whitman Peterson Partners, Ltd. | Real Estate Fund | Cayman Islands | $7.9M | 5 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Johnson, Jason, Carter | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Peterson, Clinton, Randall | Co Manager | Mar 2020 (6y) | GP / trustee / elected manager of Blue Star Capital Management, Llc (indirect) | |
| Peterson, Joel, Clinton | Co Manager | Mar 2020 (6y) | GP / trustee / elected manager of Blue Star Capital Management, Llc (indirect) | |
| Whitman, Nicole, Kristen | Owner | Mar 2020 (6y) | ≈ 9.38% – 37.5% via Weston W. And Nicole K. Whitman Trust | |
| Whitman, Robert, Adams | Member | Mar 2020 (6y) | ≈ 14.06% – 50% via Whitman Real Estate Holdings, Llc | |
| Whitman, Weston, Warner | Owner | Mar 2020 (6y) | ≈ 9.38% – 37.5% via Weston W. And Nicole K. Whitman Trust |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Whitman/Peterson Holdings, Llc | Owner | Mar 2020 | A | 75% or more |
| Blue Star Real Property, Llc | Owner | Mar 2020 | B | ≈ 18.75% – 50% via Whitman/Peterson Holdings, Llc |
| Weston W. And Nicole K. Whitman Trust | Member | Mar 2020 | B | ≈ 18.75% – 50% via Whitman/Peterson Holdings, Llc |
| Whitman Real Estate Holdings, Llc | Member | Mar 2020 | B | ≈ 18.75% – 50% via Whitman/Peterson Holdings, Llc |
| Blue Star Capital Management, Llc | Manager | Mar 2020 | B | GP / trustee / elected manager of Blue Star Real Property, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Whitman, Nicole, Kristen: 50% – 75% of Weston W. And Nicole K. Whitman Trust × 25% – 50% of Whitman/Peterson Holdings, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Whitman, Robert, Adams: 75% – 100% of Whitman Real Estate Holdings, Llc × 25% – 50% of Whitman/Peterson Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Whitman, Weston, Warner: 50% – 75% of Weston W. And Nicole K. Whitman Trust × 25% – 50% of Whitman/Peterson Holdings, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Blue Star Real Property, Llc: 25% – 50% of Whitman/Peterson Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Weston W. And Nicole K. Whitman Trust: 25% – 50% of Whitman/Peterson Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Whitman Real Estate Holdings, Llc: 25% – 50% of Whitman/Peterson Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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 (6, $1.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Whitman/Peterson Partners Iv, Lp | Real Estate Fund | $812M | $0 | 220 |
| Whitman/Peterson Partners Iii, Lp | Real Estate Fund | $481M | $1.0M | 16 |
| Whitman/Peterson Core Plus, Lp | Real Estate Fund | $149M | $600K | 15 |
| Whitman/Peterson Partners Ii, Ltd. | Real Estate Fund | $148M | $0 | 4 |
| Wp Iv Industrial Sidecar, Lp | Real Estate Fund | $104M | $0 | 23 |
| Whitman Peterson Partners, Ltd. | Real Estate Fund | $7.9M | $0 | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 2.45 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
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: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗