DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
W••••••••• L••
Latest filing Apr 29, 2026
First filing on the tape Jun 15, 2020 · 13 filings
SEC status approved since Jul 15, 2020
RAUM
$2.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
26
26 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$2.4B as of Apr 29, 2026
Mar 30, 2021$1.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 30, 20210 then
Employees (5.A)26 as of Apr 29, 2026
Mar 30, 202120 then
Private funds6 as of Apr 29, 2026
Mar 30, 20215 then
RAUM +19% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $394MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.4B, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.4B for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W••••••••• P••••••• I•• L• | Real Estate Fund | $812M | 220 | Jun 15, 2020 |
| W••••••••• P••••••• I••• L• | Real Estate Fund | $481M | 16 | Mar 30, 2017 |
| W••••••••• C••• P•••• L• | Real Estate Fund | $149M | 15 | Mar 30, 2020 |
| W••••••••• P••••••• I•• L••• | Real Estate Fund | $148M | 4 | Mar 31, 2014 |
| W• I• I••••••••• S••••••• L• | Real Estate Fund | $104M | 23 | Mar 31, 2022 |
| W•••••• P••••••• P•••••••• L••• | Real Estate Fund | $7.9M | 5 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- J••••••• J••••• C••••• · Chief Compliance Officercontrolsince 03/2020 · owns less than 5%
- W••••••• R•••••• A•••• · Co-Managing Partnercontrolsince 03/2020 · owns less than 5%
- W••••••• W•••••• W••••• · Co-Managing Partnercontrolsince 03/2020 · owns less than 5%
- P•••••••• C••••••• R•••••• · Co-Managercontrolsince 03/2020 · owns F of B••• S••• C•••••• M••••••••• L••
- P•••••••• J•••• C•••••• · Co-Managercontrolsince 03/2020 · owns F of B••• S••• C•••••• M••••••••• L••
- W••••••• N•••••• K•••••• · Ownercontrolsince 03/2020 · owns 50% to 75% of W••••• W• A•• N••••• K• W•••••• T••••
- W••••••• R•••••• A•••• · Membercontrolsince 03/2020 · owns 75% or more of W•••••• R••• E••••• H•••••••• L••
- W••••••• W•••••• W••••• · Ownercontrolsince 03/2020 · owns 50% to 75% of W••••• W• A•• N••••• K• W•••••• T••••
Entity owners
- W••••••••• H•••••••• L•• · Ownerdirect · owns 75% or more
- B••• S••• C•••••• M••••••••• L•• · Managerindirect · owns F of B••• S••• R••• P•••••••• L••
- B••• S••• R••• P•••••••• L•• · Ownerindirect · owns 25% to 50% of W••••••••• H•••••••• L••
- W••••• W• A•• N••••• K• W•••••• T•••• · Memberindirect · owns 25% to 50% of W••••••••• H•••••••• L••
- W•••••• R••• E••••• H•••••••• L•• · Memberindirect · owns 25% to 50% of W••••••••• H•••••••• L••
Related persons
Schedule D 7.A
- W••••••••• G• I••• L••pooled vehicle sponsorn
- W••••••••• G• I•• L••pooled vehicle sponsorn
- W••••••••• M••••••••• I•• L••pooled vehicle sponsorn
- W••••••••• M••••••••• L••pooled vehicle sponsorn
- W• C••• P••• G•• L••pooled vehicle sponsorn
- W• I• I••••••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $2.4B to $2.4BMar 27, 2026 to Apr 29, 2026
- Employees · 27 to 26Mar 27, 2026 to Apr 29, 2026
- Discretionary RAUM · $2.4B to $2.4BMar 27, 2026 to Apr 29, 2026
- Pooled vehicle RAUM · $2.4B to $2.4BMar 27, 2026 to Apr 29, 2026
- RAUM · $2.4B to $2.4BMar 27, 2026 to Apr 29, 2026
- Accounts · 7 to 6Jan 28, 2026 to Mar 27, 2026
- Pooled vehicle clients · 7 to 6Jan 28, 2026 to Mar 27, 2026
- Assets in custody · $2.0B to $2.4BJan 28, 2026 to Mar 27, 2026
- Employees · 28 to 27Jan 28, 2026 to Mar 27, 2026
- Private funds · 7 to 6Jan 28, 2026 to Mar 27, 2026
- Discretionary RAUM · $2.0B to $2.4BJan 28, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $2.0B to $2.4BJan 28, 2026 to Mar 27, 2026
- RAUM · $2.0B to $2.4BJan 28, 2026 to Mar 27, 2026
- Accounts · 6 to 7May 3, 2024 to Apr 28, 2025
- Advisory employees · 21 to 26May 3, 2024 to Apr 28, 2025
- Pooled vehicle clients · 6 to 7May 3, 2024 to Apr 28, 2025
- Assets in custody · $1.7B to $2.0BMay 3, 2024 to Apr 28, 2025
- Employees · 22 to 28May 3, 2024 to Apr 28, 2025
- Financial planning clients · unset to May 3, 2024 to Apr 28, 2025
- Private funds · 6 to 7May 3, 2024 to Apr 28, 2025
- Discretionary RAUM · $1.7B to $2.0BMay 3, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $1.7B to $2.0BMay 3, 2024 to Apr 28, 2025
- RAUM · $1.7B to $2.0BMay 3, 2024 to Apr 28, 2025
- Assets in custody · $1.7B to $1.7BMar 28, 2024 to May 3, 2024
- Discretionary RAUM · $1.7B to $1.7BMar 28, 2024 to May 3, 2024
- Pooled vehicle RAUM · $1.7B to $1.7BMar 28, 2024 to May 3, 2024
- RAUM · $1.7B to $1.7BMar 28, 2024 to May 3, 2024
- Advisory employees · 20 to 21May 3, 2023 to Mar 28, 2024
- Assets in custody · $1.7B to $1.7BMay 3, 2023 to Mar 28, 2024
- Employees · 21 to 22May 3, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.7B to $1.7BMay 3, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.7B to $1.7BMay 3, 2023 to Mar 28, 2024
- RAUM · $1.7B to $1.7BMay 3, 2023 to Mar 28, 2024
- Assets in custody · $1.8B to $1.7BMar 30, 2023 to May 3, 2023
- Discretionary RAUM · $1.8B to $1.7BMar 30, 2023 to May 3, 2023
- Pooled vehicle RAUM · $1.8B to $1.7BMar 30, 2023 to May 3, 2023
- RAUM · $1.8B to $1.7BMar 30, 2023 to May 3, 2023
- Advisory employees · 21 to 20Oct 10, 2022 to Mar 30, 2023
- Assets in custody · $1.7B to $1.8BOct 10, 2022 to Mar 30, 2023
- Employees · 22 to 21Oct 10, 2022 to Mar 30, 2023
Signals
2 dated events
- W••••••••• L•• reported RAUM $1.7B, up 62% from $1.0B (2021-03-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- W••••••••• L•• filed its initial SEC registration (Form ADV)Jun 15, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/whitman-petersonreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 818-483-1060reportedpublic record, Form ADV, Apr 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
W••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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