Whetstone Capital Advisors, LLC is a large advisory firm based in Mission Woods. It manages $305.8 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Kansas.
Whetstone Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Whetstone Capital Advisors, LLC is $305.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 206% since the beginning of its operation, and $44.47 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Whetstone Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of David Alan Atterbury is pooled investment vehicles with 4 clients and $305.8 million of assets under management. Among the 8 most similar advisory firms, Whetstone Capital Advisors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $305.8 million for 4 clients. 75% of the firm’s clients are foreign persons or businesses.
Whetstone Capital Advisors also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $500,000.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Alan Atterbury has been acting as President since 1 Oct 2010. Andrew Mcintyre Carlson joined the executive team most recently as the Investment Analyst.
The principal office where Whetstone Capital Advisors, LLC performs its advisory services is located at 2001 Shawnee Mission Parkway, Mission Woods, KS 66205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-951-2700. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at whetstone-capital.com and its LinkedIn profile.