WHITMAN/PETERSON, LLC
CRD #296087 SEC #801-119061 WESTLAKE VILLAGE, CA 818-483-1060
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$2B
Employees
28
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2B | $2B | $0 | 28 | 0 |
| Mar 2025 | $2.1B | $2.1B | $0 | 28 | 0 |
| May 2024 | $1.7B | $1.7B | $0 | 22 | 0 |
| Mar 2024 | $1.7B | $1.7B | $0 | 22 | 0 |
| May 2023 | $1.7B | $1.7B | $0 | 21 | 0 |
| Mar 2023 | $1.8B | $1.8B | $0 | 21 | 0 |
| Oct 2022 | $1.7B | $1.7B | $0 | 22 | 0 |
| Sep 2022 | $1.7B | $1.7B | $0 | 22 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 22 | 0 |
| Mar 2021 | $1B | $1B | $0 | 20 | 0 |
| Jun 2020 | $891.4M | $891.4M | $0 | 16 | 0 |
DateApr 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees28
Clients0
DateMay 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees22
Clients0
DateMay 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees21
Clients0
DateOct 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees22
Clients0
DateSep 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees20
Clients0
DateJun 2020
Total AUM$891.4M
Discretionary$891.4M
Non-Disc.$0
Employees16
Clients0