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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

WHETSTONE CAPITAL ADVISORS

WHETSTONE CAPITAL ADVISORS, LLC, CRD 155414

MISSION WOODS, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:22cf1bbb-0fa2-2921-e568-48133f9e6ec2

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 0
Observed: Mar 27, 2014 to Mar 13, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $415MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $415M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $208Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $415M
SEC number: 801-79507
CIK: 1607278
CRD: 155414
Filings on the tape: 30
First filed: Mar 27, 2014
Latest filed: Mar 13, 2026
Organised: Limited Liability Company, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID ALAN ATTERBURY	n/a	MISSION WOODS, KS	15	22	n/a	no
ANDREW MCINTYRE CARLSON	n/a	MISSION WOODS, KS	13	13	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WHETSTONE CAPITAL, LP	Hedge Fund	$281M	Mar 28, 2024	85	Mar 27, 2014	reported	021-166969
WHETSTONE CAPITAL TRADING, L.P.	Hedge Fund	$13.7M	Mar 28, 2024	6	Mar 10, 2016	reported	n/a
WHETSTONE OPPORTUNITY FUND I LP	Hedge Fund	$7.3M	Mar 23, 2015	2	Dec 22, 2014	dropped	n/a
WHETSTONE CAPITAL OFFSHORE FUND, LTD	Hedge Fund	$4.8M	Mar 10, 2016	5	Sep 10, 2015	dropped	021-248724
WHETSTONE DIGITAL ECONOMY FUND	Other Private Fund	$2.0M	Mar 28, 2024	6	Mar 30, 2021	reported	021-462907

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ATTERBURY, DAVID, ALAN	PRESIDENT/CCO	E	yes	08/2022	Mar 27, 2014	Mar 28, 2024
CARLSON, ANDREW, MCINTYRE	INVESTMENT PARTNER	Na	yes	01/2017	Mar 2, 2017	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$415M	$415M	4	4	0	3	n/a
2024	Mar 28, 2025	$353M	$353M	5	4	0	3	n/a
2023	Mar 28, 2024	$297M	$297M	5	4	0	3	$297M
2022	Mar 30, 2023	$210M	$210M	5	4	0	3	$210M
2021	Mar 31, 2022	$535M	$535M	6	5	0	3	$522M
2020	Mar 30, 2021	$525M	$525M	5	4	0	3	$477M
2019	Mar 27, 2020	$359M	$359M	5	4	0	2	$334M
2018	Mar 26, 2019	$306M	$306M	5	4	0	2	$281M
2017	Mar 22, 2018	$251M	$251M	4	4	0	2	$232M
2016	Mar 2, 2017	$209M	$209M	4	4	n/a	2	$185M
2015	Mar 10, 2016	$133M	$133M	6	5	n/a	3	$128M
2014	Mar 23, 2015	$168M	$168M	6	6	n/a	2	$155M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$415M	$353M	17.5%	$210M	25.5%	4	5	0	0

Relationships

Advises (5)

→ WHETSTONE CAPITAL, LPPrivate fundHedge Fund, IA
Mar 27, 2014 to presentfactForm ADV
→ WHETSTONE CAPITAL TRADING, L.P.Private fundHedge Fund, IA
Mar 10, 2016 to presentfactForm ADV
→ WHETSTONE DIGITAL ECONOMY FUNDPrivate fundOther Private Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ WHETSTONE CAPITAL OFFSHORE FUND, LTDPrivate fundHedge Fund, IA, no longer reported
Sep 10, 2015 to Mar 10, 2016factForm ADV
→ WHETSTONE OPPORTUNITY FUND I LPPrivate fundHedge Fund, IA, no longer reported
Dec 22, 2014 to Mar 23, 2015factForm ADV

Registered with (4)

← ANDREW MCINTYRE CARLSONAdvisorregistration: current employment
Sep 4, 2013 to presentfactForm ADV
← DAVID ALAN ATTERBURYAdvisorregistration: current employment
May 12, 2011 to presentfactForm ADV
← THOMAS CHRISTOPHER MCGANNONAdvisorregistration: previous registration
May 26, 2011 to Mar 9, 2021factForm ADV
← Andres Esteban SandateAdvisorregistration: previous registration
Sep 29, 2015 to Feb 24, 2016factForm ADV

Controls (2)

← ATTERBURY, DAVID, ALANOwnerPRESIDENT/CCO, ownership code E, individual
Mar 27, 2014 to Mar 28, 2024factForm ADV
← CARLSON, ANDREW, MCINTYREOwnerINVESTMENT PARTNER, ownership code NA, individual
Mar 2, 2017 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 30, 2023
Regulatory AUM changed
Whetstone Capital Advisors reported RAUM $210.2M, down 61% from $534.7M (2022-08-05 to 2023-03-30)
Form ADVobserved 4 days ago
$-324M
Occurred
Aug 5, 2022
Control person left
James Kevin Barb (Chief Operating Officer / Chief Compliance Officer) no longer on Schedule A of Whetstone Capital Advisors (listed 2022-03-31, absent 2022-08-05)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person left
Christopher Thomas Mcgannon (Investment Partner) no longer on Schedule A of Whetstone Capital Advisors (listed 2021-04-23, absent 2022-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
Whetstone Capital Advisors reported RAUM $525.1M, up 46% from $358.7M (2020-03-27 to 2021-03-30)
Form ADVobserved 4 days ago
$166M
Occurred
Mar 27, 2014
First Form ADV filing
Whetstone Capital Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22cf1bbb-0fa2-2921-e568-48133f9e6ec2
First observed: Mar 27, 2014
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WHETSTONE CAPITAL ADVISORS

WHETSTONE CAPITAL ADVISORS, LLC, CRD 155414

MISSION WOODS, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:22cf1bbb-0fa2-2921-e568-48133f9e6ec2

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID ALAN ATTERBURY

n/a

MISSION WOODS, KS

n/a

ANDREW MCINTYRE CARLSON

n/a

MISSION WOODS, KS

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WHETSTONE CAPITAL, LP

Hedge Fund

$281M

Mar 28, 2024

Mar 27, 2014

reported

021-166969

WHETSTONE CAPITAL TRADING, L.P.

Hedge Fund

$13.7M

Mar 28, 2024

Mar 10, 2016

reported

n/a

WHETSTONE OPPORTUNITY FUND I LP

Hedge Fund

$7.3M

Mar 23, 2015

Dec 22, 2014

dropped

n/a

WHETSTONE CAPITAL OFFSHORE FUND, LTD

Hedge Fund

$4.8M

Mar 10, 2016

Sep 10, 2015

dropped

021-248724

WHETSTONE DIGITAL ECONOMY FUND

Other Private Fund

$2.0M

Mar 28, 2024

Mar 30, 2021

reported

021-462907

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATTERBURY, DAVID, ALAN

PRESIDENT/CCO

yes

08/2022

Mar 27, 2014

Mar 28, 2024

CARLSON, ANDREW, MCINTYRE

INVESTMENT PARTNER

yes

01/2017

Mar 2, 2017

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$415M

n/a

2024

Mar 28, 2025

$353M

n/a

2023

Mar 28, 2024

$297M

2022

Mar 30, 2023

$210M

2021

Mar 31, 2022

$535M

$522M

2020

Mar 30, 2021

$525M

$477M

2019

Mar 27, 2020

$359M

$334M

2018

Mar 26, 2019

$306M

$281M

2017

Mar 22, 2018

$251M

$232M

2016

Mar 2, 2017

$209M

n/a

$185M

2015

Mar 10, 2016

$133M

n/a

$128M

2014

Mar 23, 2015

$168M

n/a

$155M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$415M

$353M

17.5%

$210M

25.5%