Whitney Peak Capital, Lp

Whitney Peak Capital, LP is an investment advisory firm based in Boston, Massachusetts, established on December 20, 2018. The firm specializes in providing discretionary investment management services primarily for Alternative Investments. They offer services such as Outsourced Chief Investment Officer services, non-discretionary portfolio management, and asset allocation advice. Whitney Peak manages approximately $80,239,460 in regulatory assets under management as of December 31, 2024. The firm charges an asset-based management fee and an incentive allocation based on the performance of the Funds they manage. They may use soft dollars to obtain research and other services from broker-dealers. Whitney Peak exercises investment discretion over client accounts and has policies in place for voting client securities' proxies. The firm has not been involved in any legal or disciplinary events, and they comply with custody requirements. Whitney Peak has a Code of Ethics, which includes guidelines on personal securities transactions and conflicts of interest. They have procedures for reviewing accounts, selecting brokers, and voting proxies. The firm does not have any financial commitments impairing its ability to meet obligations.