Investment adviser · CRD 296087
WHITMAN/PETERSON, LLC
Investment adviser filing (IA)
WESTLAKE VILLAGE, CA, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $2.37B Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 26 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 6 | $2,366,598,704 | 100.0% |
Filing source
Form ADV 2097534 · Apr 29, 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
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WHITMAN/PETERSON PARTNERS V, LPReal Estate Fund · Last reported Apr 29, 2026$849MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG, LLP
PCAOB 42
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830
Fund details & source
- Fund ID
- 805-8426288842
- Reported beneficial owners
- 76
- Minimum commitment
- $0
- Form D file number
- 021-2003781
Form ADV 2097534 · Apr 29, 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.
WHITMAN/PETERSON PARTNERS IV, LPReal Estate Fund · Last reported Apr 29, 2026$777MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG, LLP
PCAOB 42
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830
Fund details & source
- Fund ID
- 805-8751319804
- Reported beneficial owners
- 220
- Minimum commitment
- $0
- Form D file number
- 021-1817061
Form ADV 2097534 · Apr 29, 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.
WHITMAN/PETERSON PARTNERS III, LPReal Estate Fund · Last reported Apr 29, 2026$423MGross asset value
Form D fundraising filings
Whitman/Peterson Partners III, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-4033781307
- Reported beneficial owners
- 16
- Minimum commitment
- $1M
- Form D file number
- 021-277221
Form ADV 2097534 · Apr 29, 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.
WHITMAN/PETERSON CORE PLUS, LPReal Estate Fund · Last reported Apr 29, 2026$125MGross asset value
Form D fundraising filings
Whitman/Peterson Core Plus, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-1138820036
- Reported beneficial owners
- 15
- Minimum commitment
- $600K
- Form D file number
- 021-344090
Form ADV 2097534 · Apr 29, 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.
WHITMAN/PETERSON PARTNERS II, LTD.Real Estate Fund · Last reported Apr 29, 2026$102MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-5897897353
- Reported beneficial owners
- 4
- Minimum commitment
- $0
Form ADV 2097534 · Apr 29, 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.
WP IV INDUSTRIAL SIDECAR, LPReal Estate Fund · Last reported Apr 29, 2026$90.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG, LLP
PCAOB 42
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830
Fund details & source
- Fund ID
- 805-8250066423
- Reported beneficial owners
- 23
- Minimum commitment
- $0
- Form D file number
- 021-422121
Form ADV 2097534 · Apr 29, 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.
WHITMAN PETERSON PARTNERS, LTD.Real Estate Fund · Last reported Jan 28, 2026$7.09MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-1324920608
- Reported beneficial owners
- 5
- Minimum commitment
- $0
Form ADV 2036271 · Jan 28, 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.
Services & filing details
Most recent filing: Apr 29, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
3075 TOWNSGATE ROAD, SUITE 210WESTLAKE VILLAGE, CA, 91361, United States
CRD 296087
Filing source
Form ADV 2097534 · Apr 29, 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.