Investor · Company

Whitman/Peterson, LLC

Whitman/Peterson, LLC is an investment manager in the United States with $2.37 bn of regulatory assets under management across all asset classes. It manages 5 real estate funds with $1.69 bn of gross assets between them, at least 72% of its regulatory assets under management.

Funds managed

5 funds managed by Whitman/Peterson, LLC, with $1.69 bn of gross assets between them. That is at least 72% of its $2.37 bn of regulatory assets under management across all asset classes; only its largest funds are collected, so the share is a floor.

FundStrategyDomicileAssetsOffering
Whitman/Peterson Partners IV, LPReal estateUnited States$0.81 bn—
Whitman/Peterson Partners III, LPReal estateUnited States$0.48 bn—
Whitman/Peterson Core Plus, LPReal estateUnited States$0.15 bn—
Whitman/Peterson Partners II, Ltd.Real estateCayman Islands$0.15 bn—
WP IV Industrial Sidecar, LPReal estateUnited States$0.1 bn—

Facts

FactValueSource
Name in the sourceWHITMAN/PETERSON, LLCSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
LocationCaliforniaSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
Websitehttp://whitmanpeterson.com/SEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
Assets under management$2.37 bnSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
Real-asset private funds1 funds (under usd 100m, $0.01 bn gross assets)SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026
Real-asset private funds5 funds (usd 100m or more, $1.69 bn gross assets)SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026

Research on Whitman/Peterson, LLC.Its real-asset holdings and recent deals, and an introduction to the team: on request.

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