RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JOHNSON, JASON, CARTERICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF FINANCIAL OFFICERNA Control
JOHNSON, JASON, CARTERICHIEF FINANCIAL OFFICERNA Control
NONATO, JEROME, EDWARDICHIEF COMPLIANCE OFFICERNA Control
NONATO, JEROME, EDWARDICHIEF COMPLIANCE OFFICERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, ROBERT, ADAMSICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN, WESTON, WARNERICO-MANAGING PARTNERNA Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control
WHITMAN/PETERSON HOLDINGS, LLCDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BLUE STAR CAPITAL MANAGEMENT, LLCDEBLUE STAR REAL PROPERTY, LLCF Control
BLUE STAR CAPITAL MANAGEMENT, LLCDEBLUE STAR REAL PROPERTY, LLCF Control
BLUE STAR CAPITAL MANAGEMENT, LLCDEBLUE STAR REAL PROPERTY, LLCF Control
BLUE STAR CAPITAL MANAGEMENT, LLCDEBLUE STAR REAL PROPERTY, LLCF Control
BLUE STAR CAPITAL MANAGEMENT, LLCDEBLUE STAR REAL PROPERTY, LLCF Control
BLUE STAR CAPITAL MANAGEMENT, LLCDEBLUE STAR REAL PROPERTY, LLCF Control
BLUE STAR CAPITAL MANAGEMENT, LLCDEBLUE STAR REAL PROPERTY, LLCF Control
BLUE STAR CAPITAL MANAGEMENT, LLCDEBLUE STAR REAL PROPERTY, LLCF Control
BLUE STAR CAPITAL MANAGEMENT, LLCDEBLUE STAR REAL PROPERTY, LLCF Control
PETERSON, CLINTON, RANDALLIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, CLINTON, RANDALLIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, CLINTON, RANDALLIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, CLINTON, RANDALLIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, CLINTON, RANDALLIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, CLINTON, RANDALLIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, CLINTON, RANDALLIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, CLINTON, RANDALLIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, CLINTON, RANDALLIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, JOEL, CLINTONIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, JOEL, CLINTONIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, JOEL, CLINTONIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, JOEL, CLINTONIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, JOEL, CLINTONIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, JOEL, CLINTONIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, JOEL, CLINTONIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, JOEL, CLINTONIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
PETERSON, JOEL, CLINTONIBLUE STAR CAPITAL MANAGEMENT, LLCF Control
WHITMAN, ROBERT, ADAMSIWHITMAN REAL ESTATE HOLDINGS, LLCE Control
WHITMAN, ROBERT, ADAMSIWHITMAN REAL ESTATE HOLDINGS, LLCE Control
WHITMAN, ROBERT, ADAMSIWHITMAN REAL ESTATE HOLDINGS, LLCE Control
WHITMAN, ROBERT, ADAMSIWHITMAN REAL ESTATE HOLDINGS, LLCE Control
WHITMAN, ROBERT, ADAMSIWHITMAN REAL ESTATE HOLDINGS, LLCE Control
WHITMAN, ROBERT, ADAMSIWHITMAN REAL ESTATE HOLDINGS, LLCE Control
WHITMAN, ROBERT, ADAMSIWHITMAN REAL ESTATE HOLDINGS, LLCE Control
WHITMAN, ROBERT, ADAMSIWHITMAN REAL ESTATE HOLDINGS, LLCE Control
WHITMAN, ROBERT, ADAMSIWHITMAN REAL ESTATE HOLDINGS, LLCE Control
WHITMAN, NICOLE, KRISTENIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, NICOLE, KRISTENIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, NICOLE, KRISTENIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, NICOLE, KRISTENIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, NICOLE, KRISTENIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, NICOLE, KRISTENIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, NICOLE, KRISTENIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, NICOLE, KRISTENIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, NICOLE, KRISTENIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, WESTON, WARNERIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, WESTON, WARNERIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, WESTON, WARNERIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, WESTON, WARNERIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, WESTON, WARNERIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, WESTON, WARNERIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, WESTON, WARNERIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, WESTON, WARNERIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
WHITMAN, WESTON, WARNERIWESTON W. AND NICOLE K. WHITMAN TRUSTD Control
BLUE STAR REAL PROPERTY, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
BLUE STAR REAL PROPERTY, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
BLUE STAR REAL PROPERTY, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
BLUE STAR REAL PROPERTY, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
BLUE STAR REAL PROPERTY, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
BLUE STAR REAL PROPERTY, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
BLUE STAR REAL PROPERTY, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
BLUE STAR REAL PROPERTY, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
BLUE STAR REAL PROPERTY, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WESTON W. AND NICOLE K. WHITMAN TRUSTDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WESTON W. AND NICOLE K. WHITMAN TRUSTDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WESTON W. AND NICOLE K. WHITMAN TRUSTDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WESTON W. AND NICOLE K. WHITMAN TRUSTDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WESTON W. AND NICOLE K. WHITMAN TRUSTDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WESTON W. AND NICOLE K. WHITMAN TRUSTDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WESTON W. AND NICOLE K. WHITMAN TRUSTDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WESTON W. AND NICOLE K. WHITMAN TRUSTDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WESTON W. AND NICOLE K. WHITMAN TRUSTDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WHITMAN REAL ESTATE HOLDINGS, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WHITMAN REAL ESTATE HOLDINGS, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WHITMAN REAL ESTATE HOLDINGS, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WHITMAN REAL ESTATE HOLDINGS, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WHITMAN REAL ESTATE HOLDINGS, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WHITMAN REAL ESTATE HOLDINGS, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WHITMAN REAL ESTATE HOLDINGS, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WHITMAN REAL ESTATE HOLDINGS, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control
WHITMAN REAL ESTATE HOLDINGS, LLCDEWHITMAN/PETERSON HOLDINGS, LLCC Control

Registrations

Federal

IA
Apr 28, 2025 REGISTERED

Notice Filings (1)

CA

Address

3075 TOWNSGATE ROAD
SUITE 210
WESTLAKE VILLAGE, CA 91361
United States
Phone: 818-483-1060