Whitman/peterson, LLC

Whitman/Peterson, LLC is a registered investment adviser specializing in providing investment advisory services to private real estate funds. Founded in January 2012, the firm focuses on US and non-US real estate assets across various sectors such as multi-family, student housing, lodging, seniors housing, office, and industrial properties. The firm tailors its services to the individual needs of each fund, emphasizing strong demand fundamentals and strategic partnerships with operating companies to create value at the property level. With approximately $2.06 billion in assets under management as of December 31, 2024, Whitman/Peterson, LLC operates on a discretionary basis, managing fund assets with management fees typically less than or equal to 2.0% of capital subscriptions. The firm may receive carried interest ranging from 7.5% to 30% of realized gains above preferred return hurdles. Whitman/Peterson, LLC acts as a fiduciary, making investment decisions in the best interest of the funds, and has no reportable disciplinary events. The firm's principals may invest directly in the funds, and the firm has implemented a Code of Ethics to ensure fair and ethical business conduct. Clients include pension plans, endowments, foreign institutions, and high net worth individuals. For more information, visit http://whitmanpeterson.com/.