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CRD 296087
WESTLAKE VILLAGE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WHITMAN/PETERSON PARTNERS IV, LP | Real Estate Fund | $812M | May 3, 2024 | 220 | Jun 15, 2020 | reported | 021-1817061 |
| WHITMAN/PETERSON PARTNERS III, LP | Real Estate Fund | $481M | May 3, 2024 | 16 | Mar 30, 2017 | reported | 021-277221 |
| WHITMAN/PETERSON CORE PLUS, LP | Real Estate Fund | $149M | May 3, 2024 | 15 | Mar 30, 2020 | reported | 021-344090 |
| WHITMAN/PETERSON PARTNERS II, LTD. | Real Estate Fund | $148M | May 3, 2024 | 4 | Mar 31, 2014 | reported | n/a |
| WP IV INDUSTRIAL SIDECAR, LP | Real Estate Fund | $104M | May 3, 2024 | 23 | Mar 31, 2022 | reported | 021-422121 |
| WHITMAN PETERSON PARTNERS, LTD. | Real Estate Fund | $7.9M | May 3, 2024 | 5 | Feb 14, 2012 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLUE STAR CAPITAL MANAGEMENT, LLC | Manager | F | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| BLUE STAR REAL PROPERTY, LLC | Owner | C | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| JOHNSON, JASON, CARTER | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| PETERSON, CLINTON, RANDALL | CO-MANAGER | F | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| PETERSON, JOEL, CLINTON | CO-MANAGER | F | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| WESTON W. AND NICOLE K. WHITMAN TRUST | Member | C | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| WHITMAN REAL ESTATE HOLDINGS, LLC | Member | C | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| WHITMAN, NICOLE, KRISTEN | Owner | D | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| WHITMAN, ROBERT, ADAMS | CO-MANAGING PARTNER | Na | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| WHITMAN, ROBERT, ADAMS | Member | E | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| WHITMAN, WESTON, WARNER | CO-MANAGING PARTNER | Na | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| WHITMAN, WESTON, WARNER | Owner | D | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| WHITMAN/PETERSON HOLDINGS, LLC | Owner | E | yes | 03/2020 | Jun 15, 2020 | May 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WHITMAN/PETERSON GP III, LLC | n/a | n/a | n/a | N | yes | n/a |
| WHITMAN/PETERSON GP IV, LLC | n/a | n/a | n/a | N | yes | n/a |
| WHITMAN/PETERSON MANAGEMENT II, LLC | n/a | n/a | n/a | N | yes | n/a |
| WHITMAN/PETERSON MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| WP CORE PLUS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| WP IV INDUSTRIAL GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $2.4B | $2.4B | 26 | 26 | 0 | 6 | n/a |
| 2024 | Apr 28, 2025 | $2.0B | $2.0B | 28 | 26 | 0 | 7 | n/a |
| 2023 | Mar 28, 2024 | $1.7B | $1.7B | 22 | 21 | 0 | 6 | $1.7B |
| 2022 | Mar 30, 2023 | $1.8B | $1.8B | 21 | 20 | 0 | 6 | $1.8B |
| 2021 | Mar 31, 2022 | $1.7B | $1.7B | 22 | 21 | 0 | 6 | $1.6B |
| 2020 | Mar 30, 2021 | $1.0B | $1.0B | 20 | 19 | 0 | 5 | $1.0B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.4B | $2.0B | 19.4% | $1.8B | 10.4% | 26 | 28 | 0 | 0 |