Whitman/peterson, LLC
SEC RegisteredPartner of choice for your most important climbs
About the firm
Whitman Peterson is a leading real estate private equity company making and actively managing opportunistic real estate funds and investments on behalf of institutional investors. Since its founding in late 2010, the firm has raised 5 institutional funds and, through GP-aligned platform partnerships, invested in acquiring or developing more than 325 properties in transactions with an aggregate capitalization of more than $35 billion.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Making and actively managing opportunistic real estate funds and investments, including multifamily rental housing (attainable housing, conventional apartments, active adult, student, short-term rentals), industrial/logistics, select-service lodging, outdoor hospitality/experiential travel, storage, retail, and seniors housing (independent living, assisted living, memory care).
Who they serve
Institutional investors seeking top-tier returns with a wide margin of safety, best-in-class real estate company leaders pursuing major growth opportunities, and great human beings looking to make a big contribution on a close-knit team.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $2.4B |
Leadership
Office locations
Regulatory & compliance
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Whitman/peterson, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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