J.H. Whitney Capital Partners, LLC

RIASEC Registered
Total AUM
$859M
Discretionary
$859M
100% of AUM
Avg account
$143M
Accounts
6
Employees
4
Advisory reps
3

Firm details

Headquarters
New Canaan, Connecticut
CRD number
160547
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

J.H. Whitney Capital Partners, LLC is an individually owned private equity firm serving institutional clients. It is registered with the SEC and has been registered since 2012. Its advisory work includes managing pooled investment vehicles, and it also acts as a sponsor, general partner, or managing member of pooled vehicles. The firm charges both asset-based and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
212 Elm St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth