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.
SEC-registered adviser
Whistler Capital Partners LLC
Latest filing Mar 31, 2026
First filing on the tape Aug 27, 2021 · 8 filings
SEC status approved since Sep 24, 2021
RAUM
$2.5B
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
9
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$2.5B as of Mar 31, 2026
Mar 31, 2022$1.3B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 31, 2022$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20220 then
Employees (5.A)9 as of Mar 31, 2026
Mar 31, 20226 then
Private funds5 as of Mar 31, 2026
Mar 31, 20221 then
RAUM +36% over the last fiscal year+27% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $497MderivedRAUM 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
- +36%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
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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$2.5B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Wcp Rp Holdco, L.P. | Private Equity Fund | $1.2B | 46 | Mar 30, 2020 |
| Wcp Healthcare Partners I, L.P. | Private Equity Fund | $30.0M | 7 | Mar 29, 2024 |
| Wcp Aph Holdco, L.P. | Private Equity Fund | $0 | 14 | Mar 29, 2024 |
| Wcp Rp Holdco II, LP | Private Equity Fund | $0 | 14 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Gordon Geoffrey Clark · Managing Partnercontrolsince 07/2021 · owns less than 5%
- Jay Michael Mueller · Chief Compliance Officer / General Counselcontrolsince 07/2021 · owns less than 5%
- Jane Stacey Turner · Chief Financial Officercontrolsince 09/2022 · owns less than 5%
- Taoudi Raja Benchekroun · Elected Managercontrolsince 07/2022 · owns F of Ltn Holdco LLC
- Gordon Geoffrey Clark · Trusteecontrolsince 02/2022 · owns F of Ctn Trust
- Gordon Geoffrey Clark · Elected Managercontrolsince 07/2022 · owns F of Ctn Holdco LLC
- Gordon Geoffrey Clark · Elected Managercontrolsince 07/2022 · owns F of Wch Topco LLC
- Gordon Geoffrey Clark · Elected Membercontrolsince 12/2023 · owns F of Wch Fundco LLC
Entity owners
- Wch Topco LLC · Sole Memberdirect · owns 75% or more
- Bryn Mawr Trust Co. Of De · Trusteeindirect · owns F of The L2a2 Trust
- Ctn Holdco LLC · Memberindirect · owns 25% to 50% of Wch Fundco LLC
- Ctn Trust · Memberindirect · owns 75% or more of Ctn Holdco LLC
- Ltn Holdco LLC · Memberindirect · owns 25% to 50% of Wch Fundco LLC
- The L2a2 Trust · Memberindirect · owns 75% or more of Ltn Holdco LLC
- Wch Fundco LLC · Memberindirect · owns 75% or more of Wch Topco LLC
Related persons
Schedule D 7.A
- Wcp Healthcare Partners I Gp, L.P.pooled vehicle sponsorn
- Wcp Healthcare Partners I Slp, L.P.pooled vehicle sponsorn
- Wcp Rp Holdco Gp, LLCpooled vehicle sponsory
- Wcp Rp Holdco II Gp, LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 6 to 7Jan 13, 2026 to Mar 31, 2026
- Employees · 10 to 9Jan 13, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.8B to $2.5BJan 13, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $1.8B to $2.5BJan 13, 2026 to Mar 31, 2026
- RAUM · $1.8B to $2.5BJan 13, 2026 to Mar 31, 2026
- Accounts · 2 to 5Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 5 to 6Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 2 to 5Mar 29, 2024 to Mar 31, 2025
- Employees · 7 to 10Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 4 to 5Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.4B to $1.8BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.4B to $1.8BMar 29, 2024 to Mar 31, 2025
- RAUM · $1.4B to $1.8BMar 29, 2024 to Mar 31, 2025
- Accounts · 1 to 2Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 1 to 2Mar 31, 2023 to Mar 29, 2024
- Private funds · 1 to 4Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.2B to $1.4BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.2B to $1.4BMar 31, 2023 to Mar 29, 2024
- RAUM · $1.2B to $1.4BMar 31, 2023 to Mar 29, 2024
- Employees · 6 to 7Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.3B to $1.2BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.3B to $1.2BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.3B to $1.2BMar 31, 2022 to Mar 31, 2023
- Accounts · 0 to 1Aug 27, 2021 to Jan 21, 2022
- Advisory employees · 1 to 5Aug 27, 2021 to Jan 21, 2022
- Pooled vehicle clients · 0 to 1Aug 27, 2021 to Jan 21, 2022
- Employees · 2 to 6Aug 27, 2021 to Jan 21, 2022
- Private funds · unset to 1Aug 27, 2021 to Jan 21, 2022
- Discretionary RAUM · $0 to $1.3BAug 27, 2021 to Jan 21, 2022
- Pooled vehicle RAUM · $0 to $1.3BAug 27, 2021 to Jan 21, 2022
- RAUM · $0 to $1.3BAug 27, 2021 to Jan 21, 2022
Signals
5 dated events
- Whistler Capital Partners Llc reported RAUM $2.5B, up 36% from $1.8B (2026-01-13 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Whistler Capital Partners Llc reported RAUM $1.8B, up 34% from $1.4B (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Turner Stacey (Chief Financial Officer) appeared on Schedule A of Whistler Capital Partners LlcMar 31, 2023 · Control person joined · fact
- Taoudi Raja Benchekroun (Elected Manager) appeared on Schedule A of Whistler Capital Partners LlcMar 31, 2023 · Control person joined · fact
- Whistler Capital Partners Llc filed its initial SEC registration (Form ADV)Aug 27, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Whistler Capital Partners LLC · Independent Sponsorsshared crd · capital_provider
- Whistler Capital Partners LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/whistler-capital-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- whistlercapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 615-252-5501reportedpublic record, Form ADV, Mar 31, 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