Whitman/Peterson, LLC
● SEC registered since 2020CRD 296087SEC# 801-119061Westlake Village, CA
Ranks #2,009 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.37B
Fund GAV
$2.37B
Private funds
6
Employees
26
Accounts
6
Location
Westlake Village, CA
Whitman/Peterson, LLC assets under management
Whitman/Peterson, LLC is a registered investment adviser overseen by the SEC based in Westlake Village, CA. The firm has been registered since 2020. It reports $2.4 billion in regulatory assets under management and employs 26 people. Whitman/Peterson, LLC manages 6 private funds with combined gross assets of $2.4 billion, including Whitman/Peterson Partners V, LP. By regulatory assets, it ranks 2,009 of 6,004 private fund managers.
Whitman/Peterson, LLC private funds
6 funds · $2.37B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Whitman/Peterson Partners V, LP | Real Estate | $848.8M | — |
| Whitman/Peterson Partners IV, LP | Real Estate | $777.3M | — |
| Whitman/Peterson Partners III, LP | Real Estate | $422.9M | $1M |
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Join to unlock · $37/moWhitman/Peterson, LLC owners & executives
10 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Whitman/Peterson, LLC manage?
Whitman/Peterson, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Whitman/Peterson, LLC manage?
Whitman/Peterson, LLC manages 6 private funds with combined gross assets of $2.4 billion.
How many employees does Whitman/Peterson, LLC have?
Whitman/Peterson, LLC reports 26 employees.
Where is Whitman/Peterson, LLC located?
Whitman/Peterson, LLC is based in Westlake Village, CA and has been SEC-registered since 2020.
Does Whitman/Peterson, LLC disclose fund performance?
Whitman/Peterson, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$2.37B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$2.37Bregulatory AUM
Discretionary $2.37B
Service providers
Auditor
Custodian
Administrator