Investment adviser · CRD 160547

J.H. WHITNEY CAPITAL PARTNERS, LLC

Investment adviser filing (IA)

NEW CANAAN, CT, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $859M
Client accounts: 6
Employees: 4
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	6	$859,327,363	100.0%

Filing source

Form ADV 2075859 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

J.H. WHITNEY VI, L.P.Private Equity Fund · Last reported Mar 30, 2026$532MGross asset value

Auditor KPMG NEW YORK, New York, United States

Custodian BANK OF AMERICA WILMINGTON, Delaware, United States Related to adviser: No

Custodian COMERICA BANK SAN JOSE, California, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-6661635399
Reported beneficial owners: 27
Minimum commitment: $5M
Form D file number: 021-76371

Form ADV 2075859 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

J.H. WHITNEY VII, L.P.Private Equity Fund · Last reported Mar 30, 2026$172MGross asset value

Form D fundraising filings

J.H. Whitney VII, L.P.

Fund administrator APEX GROUP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG NEW YORK, New York, United States

Custodian BANK OF AMERICA WILMINGTON, Delaware, United States Related to adviser: No

Custodian COMERICA BANK SAN JOSE, California, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-3811292024
Reported beneficial owners: 26
Minimum commitment: $5M
Form D file number: 021-139644

Form ADV 2075859 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

J.H. WHITNEY VII-A, L.P.Private Equity Fund · Last reported Mar 30, 2026$131MGross asset value

Form D fundraising filings

J.H. Whitney VII-A, L.P.

Auditor KPMG NEW YORK, New York, United States

Custodian BANK OF AMERICA WILMINGTON, Delaware, United States Related to adviser: No

Custodian COMERICA BANK SAN JOSE, California, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-7161307141
Reported beneficial owners: 7
Minimum commitment: $0
Form D file number: 021-276074

Form ADV 2075859 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITNEY STRATEGIC PARTNERS VI, L.P.Private Equity Fund · Last reported Mar 30, 2026$16.2MGross asset value

Auditor KPMG NEW YORK, New York, United States

Custodian COMERICA BANK SAN JOSE, California, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-6120825424
Reported beneficial owners: 45
Minimum commitment: $0
Form D file number: 021-85907

Form ADV 2075859 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITNEY STRATEGIC PARTNERS VII, L.P.Private Equity Fund · Last reported Mar 30, 2026$7.62MGross asset value

Form D fundraising filings

Whitney Strategic Partners VII, L.P.

Fund administrator APEX GROUP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG NEW YORK, New York, United States

Custodian COMERICA BANK SAN JOSE, California, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-3304049654
Reported beneficial owners: 27
Minimum commitment: $0
Form D file number: 021-139649

Form ADV 2075859 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

J.H. WHITNEY VII-A-2, L.P.Private Equity Fund · Last reported Mar 30, 2026$447KGross asset value

Form D fundraising filings

J.H. Whitney VII-A-2, L.P.

Auditor KPMG NEW YORK, New York, United States

Custodian BANK OF AMERICA WILMINGTON, Delaware, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-1091778729
Reported beneficial owners: 5
Minimum commitment: $0
Form D file number: 021-487504

Form ADV 2075859 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WHITNEY V, L.P.Private Equity Fund · Last reported Mar 28, 2013$7.3MGross asset value

Auditor PRICEWATERHOUSECOOPERS HARTFORD, Connecticut, United States

Custodian JPMORGAN CHASE BANK NA, NEW YORK, NY NEWARK, Delaware, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-4491225907
Reported beneficial owners: 87
Minimum commitment: $5M
Form D file number: 021-9999999999

Form ADV 712536 · Mar 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

212 ELM STREET, SUITE 1
NEW CANAAN, CT, 06840, United States

CRD 160547

Filing source

Form ADV 2075859 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.