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Whitman Peterson

Evidence PackPROIndependent
Real EstateWESTLAKE VILLAGE, CA, US Website
AUM
$2B
Ownership
independent
Stakeability
43 / LOW
Priority
Tier
Employees
9

Whitman Peterson focuses on investing in commercial real estate properties across the United States.

SEC RegisteredTeam Data

Coverage

17%

Adaptive profile: minimal

Signals present
2/12
SEC / ADVFund Performance(0)BDC Exposure(0)13F Holders(0)Team(8)ILS Deals(0)Regulatory(0)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

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Data Freshness

Recent Changes

Stakeability Breakdown

43 / 100
Fund PerformanceAUM growth and fundraising track record
49
Team StabilityLeadership continuity and key person risk
23
Market PositionBrand strength and competitive positioning
43
Succession ReadinessNext-gen leadership and governance structure
60
Transaction FeasibilityLikelihood of a stake transaction
33
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IC Risk Memo

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CRD Number
296087
SEC File Number
801-119061
Registration Type
Registered
Filing Date
Apr 28, 2025
Employee Count
N/A
Discretionary AUM
$2.0B
Private Funds
7
PE Funds
N/A
VC Funds
N/A
RE Funds
7
Hedge Funds
N/A
Gross Assets (Private)
$2.0B
Source: SEC IAPD

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No GP stakes deals recorded

This GP has not sold a minority stake, making it a potential target.

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