Whitman/Peterson

Real Estate SEC-registered adviser

Legal name: Whitman/Peterson, LLC

Westlake Village, CA Website LinkedIn X

AUM

$2.4B
Regulatory AUM

Private funds

6
Real Estate 6

Private fund assets

$2.4B
Gross asset value

Employees

26

Last Form D raise

May 2023
Most recent fund filing

From SEC Form ADV filing (filed Apr 29, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

N
Nicole Whitman
Owner, Weston W. and Nicole K. Whitman Trust
Source: SEC Form ADV
R
Robert Whitman
Member, Whitman Real Estate Holdings
Source: SEC Form ADV
W
Weston Whitman
Owner, Weston W. and Nicole K. Whitman Trust
Source: SEC Form ADV

Funds(6)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Wp IV Industrial Sidecar, LPReal Estate$90.6M$91.5M23May 2023Cold
Whitman/Peterson Core Plus, LPReal Estate$125.3M$115.0M15Jul 2019Cold
Whitman/Peterson Partners III, LPReal Estate$422.9M$402.0M15Feb 2018Cold
Whitman/Peterson Partners V, LPReal Estate$848.8M———
Whitman/Peterson Partners IV, LPReal Estate$777.3M———
Whitman/Peterson Partners II, LTD.Real Estate$101.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
296087
SEC file number
801-119061

Sources