WHISTLER CAPITAL PARTNERS LLC

Adviser information for WHISTLER CAPITAL PARTNERS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2 $1.4B
Non-Discretionary 0 $0
Total 2 $1.4B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 2 $1.4B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-122402
SEC ERA File Number 801-122402
SEC CIK Numbers None
SEC CRD Numbers 316528
Legal Entity Identifier None

Principal Office

6210 HWY 100
SUITE 205
NASHVILLE
TN
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 615-252-5501, Fax: None

Chief Compliance Officer

MICHAEL MUELLER
GENERAL COUNSEL
6210 HIGHWAY 100
SUITE 205
NASHVILLE
TN
United States
Tel: 615-252-5507
(Full email address available in API data)

Industry Affiliates

WCP HEALTHCARE PARTNERS I GP, L.P. Sponsor, GP, manager of pooled investment vehicles
WCP HEALTHCARE PARTNERS I SLP, L.P. Sponsor, GP, manager of pooled investment vehicles
WCP RP HOLDCO GP, LLC Sponsor, GP, manager of pooled investment vehicles
WCP RP HOLDCO II GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
WCP APH HOLDCO, L.P. Private Equity Fund $0.0M $0.0M 14
WCP HEALTHCARE PARTNERS I, L.P. Private Equity Fund $30.0M $0.0M 7
WCP RP HOLDCO II, LP Private Equity Fund $0.0M $0.0M 14
WCP RP HOLDCO, L.P. Private Equity Fund $1,204.8M $0.0M 46

Control Persons

Name Type Entity Title Since Ownership
WCH TOPCO LLC Domestic Entity SOLE MEMBER 05/2021 > 75%
CLARK, GEOFFREY, GORDON Individual MANAGING PARTNER 07/2021 < 5%
CLARK, GEOFFREY, GORDON Individual WCH TOPCO LLC ELECTED MANAGER 07/2022
MUELLER, MICHAEL, JAY Individual CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL 07/2021 < 5%
TURNER, STACEY, JANE Individual CHIEF FINANCIAL OFFICER 09/2022 < 5%
CTN HOLDCO LLC Domestic Entity WCH FUNDCO LLC MEMBER 12/2023 25-50%
LTN HOLDCO LLC Domestic Entity WCH FUNDCO LLC MEMBER 12/2023 25-50%
CLARK, GEOFFREY, GORDON Individual CTN HOLDCO LLC ELECTED MANAGER 07/2022
CLARK, GEOFFREY, GORDON Individual CTN TRUST TRUSTEE 02/2022
BENCHEKROUN, RAJA, TAOUDI Individual LTN HOLDCO LLC ELECTED MANAGER 07/2022
CTN TRUST Domestic Entity CTN HOLDCO LLC MEMBER 02/2022 > 75%
THE L2A2 TRUST Domestic Entity LTN HOLDCO LLC MEMBER 12/2021 > 75%
BRYN MAWR TRUST CO. OF DE Domestic Entity THE L2A2 TRUST TRUSTEE 12/2021
WCH FUNDCO LLC Domestic Entity WCH TOPCO LLC MEMBER 12/2023 > 75%
CLARK, GEOFFREY, GORDON Individual WCH FUNDCO LLC ELECTED MEMBER 12/2023

No. Employees, Historic

1050202120222023202420252 on 8/27/20216 on 1/21/20226 on 3/31/20227 on 3/31/20237 on 3/29/2024

RAUM, Historic

2B1B0202120222023202420250 on 8/27/20211300416579 on 1/21/20221300416579 on 3/31/20221200661418 on 3/31/20231355009911 on 3/29/2024

No. Clients, Historic

1050202120222023202420250 on 8/27/20211 on 1/21/20221 on 3/31/20221 on 3/31/20232 on 3/29/2024