Annis Gardner Whiting Capital Advisors LLC
● SEC registered since 2009CRD 150570SEC# 801-70256Tampa, FL
Ranks #2,346 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.73B
Fund GAV
$4.2M
Private funds
1
Employees
21
Accounts
2,044
Location
Tampa, FL
Annis Gardner Whiting Capital Advisors LLC assets under management
Annis Gardner Whiting Capital Advisors LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2009. It reports $1.7 billion in regulatory assets under management and employs 21 people. Annis Gardner Whiting Capital Advisors LLC manages 1 private fund with combined gross assets of $4.2 million, including Agw Pe Access Vehicle: Bpv - IV, LLC. By regulatory assets, it ranks 2,346 of 6,004 private fund managers.
Annis Gardner Whiting Capital Advisors LLC private funds
1 funds · $4.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Agw Pe Access Vehicle: Bpv - IV, LLC | Other Private | $4.2M | $250K |
Annis Gardner Whiting Capital Advisors LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Stuart Annis Control | Managing Member | 25-50% | 2009 |
| Jessica J Roeper Control | Chief Compliance Officer | Under 5% | 2026 |
| Paul Leo Whiting Control | Managing Member | 25-50% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Annis Gardner Whiting Capital Advisors LLC manage?
Annis Gardner Whiting Capital Advisors LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Annis Gardner Whiting Capital Advisors LLC manage?
Annis Gardner Whiting Capital Advisors LLC manages 1 private funds with combined gross assets of $4.2 million.
How many employees does Annis Gardner Whiting Capital Advisors LLC have?
Annis Gardner Whiting Capital Advisors LLC reports 21 employees.
Where is Annis Gardner Whiting Capital Advisors LLC located?
Annis Gardner Whiting Capital Advisors LLC is based in Tampa, FL and has been SEC-registered since 2009.
Does Annis Gardner Whiting Capital Advisors LLC disclose fund performance?
Annis Gardner Whiting Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 511 W. Bay Street, Suite 310, Tampa, FL 33606 |
| Phone | 813-254-4700 |
| Fax | 813-254-4717 |
| Office hours | 8:30a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1998414 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.73B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 39%
Larger than 61% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.73Bregulatory AUM
Discretionary $1.39BNon-discretionary $338M
Service providers
Auditor
Custodian