Whitney Peak Capital, Lp
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Overview
Whitney Peak Capital, Lp operates as an advisory firm headquartered in Boston, Massachusetts. Whitney Peak Capital, Lp administers $218.1 million in total assets over four accounts, making it a mid-tier firm in the country by assets under management (AUM). It has a small team, including 2 financial advisors. Whitney Peak Capital, Lp does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as options, bonds and equities.
Whitney Peak Capital, Lp oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing to seek client consent. The advisory firm administers an average of $54.5 million for each customer account. The average financial advisor at Whitney Peak Capital, Lp oversees about two client accounts, placing it among the most individualized firms in the country.
Whitney Peak Capital, Lp's main office is at 131 Dartmouth Street, Boston, Massachusetts 2116. The firm is registered to provide services to customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Whitney Peak Capital, Lp by the Numbers
$218.1 million
4
4
$54.5 million
Fee Structure
A financial advisor's fees largely are based on the type of services provided. However, fees billed by the firm likely consist of any blend of the following fee types: asset-based or performance-based. Whitney Peak Capital, Lp does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its four customers, Whitney Peak Capital, Lp's biggest client by number of accounts is pooled investment vehicles. About 100% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Whitney Peak Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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