WHETSTONE CAPITAL ADVISORS, LLC
Legal name: WHETSTONE CAPITAL ADVISORS
CRD #155414 SEC #801-79507 MISSION WOODS, KS 913-951-2700
SEC Registered Private Funds
Total AUM
$353.3M
Discretionary
$353.3M
Employees
5
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $353.3M | $353.3M | $0 | 5 | 0 |
| Mar 2024 | $296.8M | $296.8M | $0 | 5 | 0 |
| Mar 2023 | $210.2M | $210.2M | $0 | 5 | 0 |
| Aug 2022 | $534.7M | $534.7M | $0 | 6 | 0 |
| Mar 2022 | $534.7M | $534.7M | $0 | 6 | 0 |
| Apr 2021 | $525.1M | $525.1M | $0 | 5 | 0 |
| Mar 2021 | $525.1M | $525.1M | $0 | 5 | 0 |
| Mar 2020 | $358.7M | $358.7M | $0 | 5 | 0 |
| Mar 2019 | $305.8M | $305.8M | $0 | 5 | 0 |
| Jul 2018 | $251M | $251M | $0 | 4 | 0 |
| Mar 2018 | $251M | $251M | $0 | 4 | 0 |
| Mar 2017 | $208.7M | $208.7M | $0 | 4 | 1 |
| Mar 2016 | $132.7M | $132.7M | $0 | 6 | 1 |
| Oct 2015 | $220.4M | $220.4M | $0 | 8 | 1 |
| Oct 2015 | $220.4M | $220.4M | $0 | 8 | 1 |
| Sep 2015 | $220.4M | $220.4M | $0 | 8 | 1 |
| Mar 2015 | $168.1M | $168.1M | $0 | 6 | 1 |
| Dec 2014 | $149.8M | $149.8M | $0 | 5 | 1 |
| Oct 2014 | $100M | $100M | $0 | 3 | 1 |
| Aug 2014 | $100M | $100M | $0 | 3 | 1 |
| Aug 2014 | $100M | $100M | $0 | 3 | 1 |
| Jun 2014 | $100M | $100M | $0 | 3 | 1 |
| May 2014 | $100M | $100M | $0 | 3 | 1 |
| May 2014 | $100M | $100M | $0 | 3 | 1 |
| Mar 2014 | $100M | $100M | $0 | 3 | 1 |
DateMar 2025
Total AUM$353.3M
Discretionary$353.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$210.2M
Discretionary$210.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$534.7M
Discretionary$534.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$534.7M
Discretionary$534.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$525.1M
Discretionary$525.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$525.1M
Discretionary$525.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$358.7M
Discretionary$358.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$305.8M
Discretionary$305.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees6
Clients1
DateOct 2015
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees8
Clients1
DateOct 2015
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees8
Clients1
DateSep 2015
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees8
Clients1
DateMar 2015
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees6
Clients1
DateDec 2014
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees5
Clients1
DateOct 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateAug 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateAug 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateJun 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateMay 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateMay 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateMar 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1