RIA Intelligence

WHITESTAR ASSET MANAGEMENT LLC

CRD #167408 SEC #801-78493 SANTA MONICA, CA (310) 400-8800
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2.1B
Employees
44
Clients
--
Accounts
23

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 12, 2025
Branch Offices
3
LEI
254900DI5HCXBPTLM867

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRANER, PHILIP, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
BRANER, PHILIP, RICHARDIMANAGING DIRECTORNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
CANNON, JOHN, FRANCISICHIEF COMPLIANCE OFFICERNA Control
DEADMAN, DAVIS, RAYIMANAGERNA Control
DEADMAN, DAVIS, RAYIMANAGERNA Control
DEADMAN, DAVIS, RAYIMANAGERNA Control
DEADMAN, DAVIS, RAYIMANAGERNA Control
DEADMAN, DAVIS, RAYIMANAGERNA Control
DEADMAN, DAVIS, RAYIMANAGERNA Control
DEADMAN, DAVIS, RAYIMANAGERNA Control
GRAFT, AARON, PAULICEO/CHAIRMAN/MANAGERNA Control
GRAFT, AARON, PAULICEO/CHAIRMAN/MANAGERNA Control
GRAFT, AARON, PAULICEO/CHAIRMAN/MANAGERNA Control
GRAFT, AARON, PAULICEO/CHAIRMAN/MANAGERNA Control
GRAFT, AARON, PAULICEO/CHAIRMAN/MANAGERNA Control
GRAFT, AARON, PAULICEO/CHAIRMAN/MANAGERNA Control
GRAFT, AARON, PAULICEO/CHAIRMAN/MANAGERNA Control
MAHMUD, GIBRAN, WARRISICIO/MANAGERNA Control
MAHMUD, GIBRAN, WARRISICIO/MANAGERNA Control
MAHMUD, GIBRAN, WARRISICIO/MANAGERNA Control
MAHMUD, GIBRAN, WARRISICIO/MANAGERNA Control
MAHMUD, GIBRAN, WARRISICIO/MANAGERNA Control
MAHMUD, GIBRAN, WARRISICIO/MANAGERNA Control
MAHMUD, GIBRAN, WARRISICIO/MANAGERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MAHMUD, GIBRAN, WARRISICHIEF EXECUTIVE OFFICERNA Control
MURRAY, MARK, THOMASICHIEF FINANCIAL OFFICERNA Control
MURRAY, MARK, THOMASICHIEF FINANCIAL OFFICERNA Control
MURRAY, MARK, THOMASICHIEF FINANCIAL OFFICERNA Control
MURRAY, MARK, THOMASICHIEF FINANCIAL OFFICERNA Control
MURRAY, MARK, THOMASICHIEF FINANCIAL OFFICERNA Control
MURRAY, MARK, THOMASICHIEF FINANCIAL OFFICERNA Control
MURRAY, MARK, THOMASICHIEF FINANCIAL OFFICERNA Control
MURRAY, MARK, THOMASICHIEF FINANCIAL OFFICERNA Control
Murray, Mark, ThomasICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
Murray, Mark, ThomasICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
Murray, Mark, ThomasICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
Murray, Mark, ThomasICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
Murray, Mark, ThomasICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
NELSON, ADAM, DANIELICCO/SVP/GENERAL COUNSEL/MANAGERNA Control
NELSON, ADAM, DANIELICCO/SVP/GENERAL COUNSEL/MANAGERNA Control
NELSON, ADAM, DANIELICCO/SVP/GENERAL COUNSEL/MANAGERNA Control
NELSON, ADAM, DANIELICCO/SVP/GENERAL COUNSEL/MANAGERNA Control
NELSON, ADAM, DANIELICCO/SVP/GENERAL COUNSEL/MANAGERNA Control
NELSON, ADAM, DANIELICCO/SVP/GENERAL COUNSEL/MANAGERNA Control
NELSON, ADAM, DANIELICCO/SVP/GENERAL COUNSEL/MANAGERNA Control
SPERRING, RAYMOND, WILLIAMIMANAGERNA Control
SPERRING, RAYMOND, WILLIAMIMANAGERNA Control
SPERRING, RAYMOND, WILLIAMIMANAGERNA Control
SPERRING, RAYMOND, WILLIAMIMANAGERNA Control
SPERRING, RAYMOND, WILLIAMIMANAGERNA Control
SPERRING, RAYMOND, WILLIAMIMANAGERNA Control
SPERRING, RAYMOND, WILLIAMIMANAGERNA Control
CLEARLAKE CAPITAL GROUP, L.P.DEMEMBERE Control
CLEARLAKE CAPITAL GROUP, L.P.DEMEMBERE Control
CLEARLAKE CAPITAL GROUP, L.P.DEMEMBERE Control
TCA HOLDCO LLCDEOWNERE Control
TCA HOLDCO LLCDEOWNERE Control
TCA HOLDCO LLCDEOWNERE Control
TCA HOLDCO LLCDEOWNERE Control
TCA HOLDCO LLCDEOWNERE Control
TCA HOLDCO LLCDEOWNERE Control
TRIUMPH BANCORP, INC.DEOWNERE Control
TRIUMPH BANCORP, INC.DEOWNERE Control
TRIUMPH BANCORP, INC.DEOWNERE Control
TRIUMPH BANCORP, INC.DEOWNERE Control
TRIUMPH BANCORP, INC.DEOWNERE Control
TRIUMPH BANCORP, INC.DEOWNERE Control
TRIUMPH BANCORP, INC.DEOWNERE Control
WSAM HOLDCO LLCDEMEMBERE Control
WSAM HOLDCO LLCDEMEMBERE Control
WSAM HOLDCO LLCDEMEMBERE Control
WSAM HOLDCO LLCDEMEMBERE Control
WSAM HOLDCO LLCDEMEMBERE Control
WSAM HOLDCO LLCDEMEMBERE Control
WSAM HOLDCO LLCDEMEMBERE Control
WSAM HOLDCO LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CLEARLAKE CAPITAL GROUP GP, LLCDECLEARLAKE STRATEGIC PARTNERS, L.P.F Control
CLEARLAKE CAPITAL GROUP GP, LLCDECLEARLAKE STRATEGIC PARTNERS, L.P.F Control
CLEARLAKE CAPITAL GROUP GP, LLCDECLEARLAKE STRATEGIC PARTNERS, L.P.F Control
CLEARLAKE CAPITAL GROUP GP, LLCDECLEARLAKE STRATEGIC PARTNERS, L.P.F Control
CLEARLAKE CAPITAL GROUP GP, LLCDECLEARLAKE STRATEGIC PARTNERS, L.P.F Control
CLEARLAKE CAPITAL GROUP GP, LLCDECLEARLAKE STRATEGIC PARTNERS, L.P.F Control
CLEARLAKE CAPITAL GROUP GP, LLCDECLEARLAKE STRATEGIC PARTNERS, L.P.F Control
CLEARLAKE CAPITAL GROUP GP, LLCDECLEARLAKE STRATEGIC PARTNERS, L.P.F Control
JONES, KWANZA, MARIONIJOSÉ FELICIANO AND KWANZA JONES REVOCABLE TRUST DATED JANUARY 31ST 2005F Control
PB TCA MANAGER LLCDETCA HOLDCO LLCF Control
PB TCA MANAGER LLCDETCA HOLDCO LLCF Control
PB TCA MANAGER LLCDETCA HOLDCO LLCF Control
PB TCA MANAGER LLCDETCA HOLDCO LLCF Control
PB TCA MANAGER LLCDETCA HOLDCO LLCF Control
PB TCA MANAGER LLCDETCA HOLDCO LLCF Control
PBRA, LLCDEPINE BROOK ROAD ASSOCIATES II, L.P.F Control
PBRA, LLCDETCA INTERMEDIATE, L.P.F Control
PBRA, LLCDEPINE BROOK ROAD ASSOCIATES II, L.P.F Control
PBRA, LLCDETCA INTERMEDIATE, L.P.F Control
PBRA, LLCDEPINE BROOK ROAD ASSOCIATES II, L.P.F Control
PBRA, LLCDETCA INTERMEDIATE, L.P.F Control
PBRA, LLCDEPINE BROOK ROAD ASSOCIATES II, L.P.F Control
PBRA, LLCDETCA INTERMEDIATE, L.P.F Control
PBRA, LLCDEPINE BROOK ROAD ASSOCIATES II, L.P.F Control
PBRA, LLCDETCA INTERMEDIATE, L.P.F Control
PBRA, LLCDEPINE BROOK ROAD ASSOCIATES II, L.P.F Control
PBRA, LLCDETCA INTERMEDIATE, L.P.F Control
PINE BROOK ROAD ASSOCIATES II, L.P.DEPINE BROOK CAPITAL PARTNERS II, L.P.F Control
PINE BROOK ROAD ASSOCIATES II, L.P.DEPINE BROOK CAPITAL PARTNERS II, L.P.F Control
PINE BROOK ROAD ASSOCIATES II, L.P.DEPINE BROOK CAPITAL PARTNERS II, L.P.F Control
PINE BROOK ROAD ASSOCIATES II, L.P.DEPINE BROOK CAPITAL PARTNERS II, L.P.F Control
PINE BROOK ROAD ASSOCIATES II, L.P.DEPINE BROOK CAPITAL PARTNERS II, L.P.F Control
PINE BROOK ROAD ASSOCIATES II, L.P.DEPINE BROOK CAPITAL PARTNERS II, L.P.F Control
SRIKRISHNAN, BHARATH, TIPB TCA MANAGER LLCF Control
SRIKRISHNAN, BHARATH, TIPB TCA MANAGER LLCF Control
SRIKRISHNAN, BHARATH, TIPB TCA MANAGER LLCF Control
SRIKRISHNAN, BHARATH, TIPB TCA MANAGER LLCF Control
SRIKRISHNAN, BHARATH, TIPB TCA MANAGER LLCF Control
SRIKRISHNAN, BHARATH, TIPB TCA MANAGER LLCF Control
WANG, ETHAN, JAYIPB TCA MANAGER LLCF Control
WANG, ETHAN, JAYIPB TCA MANAGER LLCF Control
WANG, ETHAN, JAYIPB TCA MANAGER LLCF Control
WANG, ETHAN, JAYIPB TCA MANAGER LLCF Control
WANG, ETHAN, JAYIPB TCA MANAGER LLCF Control
WANG, ETHAN, JAYIPB TCA MANAGER LLCF Control
CCG GLOBAL, LLCDECCG OPERATIONS, LLCE Control
CCG GLOBAL, LLCDECCG OPERATIONS, LLCE Control
CCG GLOBAL, LLCDECCG OPERATIONS, LLCE Control
CCG GLOBAL, LLCDECCG OPERATIONS, LLCE Control
CCG GLOBAL, LLCDECCG OPERATIONS, LLCE Control
CCG GLOBAL, LLCDECCG OPERATIONS, LLCE Control
CCG GLOBAL, LLCDECCG OPERATIONS, LLCE Control
CCG GLOBAL, LLCDECCG OPERATIONS, LLCE Control
CCG OPERATIONS, LLCDECLEARLAKE CAPITAL GROUP GP, LLCE Control
CCG OPERATIONS, LLCDECLEARLAKE CAPITAL GROUP GP, LLCE Control
CCG OPERATIONS, LLCDECLEARLAKE CAPITAL GROUP GP, LLCE Control
CCG OPERATIONS, LLCDECLEARLAKE CAPITAL GROUP GP, LLCE Control
CCG OPERATIONS, LLCDECLEARLAKE CAPITAL GROUP GP, LLCE Control
CCG OPERATIONS, LLCDECLEARLAKE CAPITAL GROUP GP, LLCE Control
CCG OPERATIONS, LLCDECLEARLAKE CAPITAL GROUP GP, LLCE Control
CCG OPERATIONS, LLCDECLEARLAKE CAPITAL GROUP GP, LLCE Control
CLEARLAKE STRATEGIC PARTNERS, L.P.DEWSAM HOLDCO LLCE Control
CLEARLAKE STRATEGIC PARTNERS, L.P.DEWSAM HOLDCO LLCE Control
EGHBALI, BEHDADIEDEN ROCK INVESTMENTS, LLCE Control
JOSÉ FELICIANO AND KWANZA JONES REVOCABLE TRUST DATED JANUARY 31ST 2005DEJK PACIFIC GROUP LLCE Control
NEWMAN, HOWARD, HERMANIPBRA, LLCE Control
NEWMAN, HOWARD, HERMANIPBRA, LLCE Control
NEWMAN, HOWARD, HERMANIPBRA, LLCE Control
NEWMAN, HOWARD, HERMANIPBRA, LLCE Control
NEWMAN, HOWARD, HERMANIPBRA, LLCE Control
NEWMAN, HOWARD, HERMANIPBRA, LLCE Control
PINE BROOK CAPITAL PARTNERS II, L.P.FETCA INTERMEDIATE, L.P.E Control
PINE BROOK CAPITAL PARTNERS II, L.P.FETCA INTERMEDIATE, L.P.E Control
PINE BROOK CAPITAL PARTNERS II, L.P.FETCA INTERMEDIATE, L.P.E Control
PINE BROOK CAPITAL PARTNERS II, L.P.FETCA INTERMEDIATE, L.P.E Control
PINE BROOK CAPITAL PARTNERS II, L.P.FETCA INTERMEDIATE, L.P.E Control
PINE BROOK CAPITAL PARTNERS II, L.P.FETCA INTERMEDIATE, L.P.E Control
TCA INTERMEDIATE, L.P.DETCA HOLDCO LLCE Control
TCA INTERMEDIATE, L.P.DETCA HOLDCO LLCE Control
TCA INTERMEDIATE, L.P.DETCA HOLDCO LLCE Control
TCA INTERMEDIATE, L.P.DETCA HOLDCO LLCE Control
TCA INTERMEDIATE, L.P.DETCA HOLDCO LLCE Control
TCA INTERMEDIATE, L.P.DETCA HOLDCO LLCE Control
CLEARLAKE STRATEGIC PARTNERS, L.P.DEWSAM HOLDCO LLCD Control
CLEARLAKE STRATEGIC PARTNERS, L.P.DEWSAM HOLDCO LLCD Control
CLEARLAKE STRATEGIC PARTNERS, L.P.DEWSAM HOLDCO LLCD Control
CLEARLAKE STRATEGIC PARTNERS, L.P.DEWSAM HOLDCO LLCD Control
CLEARLAKE STRATEGIC PARTNERS, L.P.DEWSAM HOLDCO LLCD Control
CLEARLAKE STRATEGIC PARTNERS, L.P.DEWSAM HOLDCO LLCD Control
FELICIANO, JOSE, ENRIQUEICCG GLOBAL, LLCD Control
FELICIANO, JOSE, ENRIQUEICCG GLOBAL, LLCD Control
FELICIANO, JOSE, ENRIQUEICCG GLOBAL, LLCD Control
FELICIANO, JOSE, ENRIQUEICCG GLOBAL, LLCD Control
FELICIANO, JOSE, ENRIQUEICCG GLOBAL, LLCD Control
FELICIANO, JOSE, ENRIQUEICCG GLOBAL, LLCD Control
FELICIANO, JOSE, ENRIQUEICCG GLOBAL, LLCD Control
JK PACIFIC GROUP LLCDECCG GLOBAL, LLCD Control
EDEN ROCK INVESTMENTS, LLCDECCG GLOBAL, LLCC Control
EGHBALI, BEHDADICCG GLOBAL, LLCC Control
EGHBALI, BEHDADICCG GLOBAL, LLCC Control
EGHBALI, BEHDADICCG GLOBAL, LLCC Control
EGHBALI, BEHDADICCG GLOBAL, LLCC Control
EGHBALI, BEHDADICCG GLOBAL, LLCC Control
EGHBALI, BEHDADICCG GLOBAL, LLCC Control
EGHBALI, BEHDADICCG GLOBAL, LLCC Control
TRIUMPH CONSOLIDATED COS., LLCDETRIUMPH BANCORP, INC.C Control
TRIUMPH CONSOLIDATED COS., LLCDETRIUMPH BANCORP, INC.C Control
TRIUMPH CONSOLIDATED COS., LLCDETRIUMPH BANCORP, INC.C Control
TRIUMPH CONSOLIDATED COS., LLCDETRIUMPH BANCORP, INC.C Control

Registrations

Federal

IA
May 12, 2025 REGISTERED

Notice Filings (1)

TX

Address

233 WILSHIRE BOULEVARD
SUITE 800
SANTA MONICA, CA 90401
United States
Phone: (310) 400-8800