Whitman/Peterson, LLC

Overview

Whitman/Peterson, LLC is an SEC-registered investment adviser organized as a limited liability company and classified primarily as a real estate fund manager. The firm provides portfolio management for pooled investment vehicles and serves institutional clients. It charges asset-based fees and may also collect performance-based fees. Whitman/Peterson acts in sponsor and general partner roles and operates as a managing member of pooled vehicles rather than simply allocating capital to third parties. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser. Whitman/Peterson was registered with the SEC in 2020 and its ownership structure includes domestic entities and individuals.

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