Whittier Advisors
Whittier Advisors is a private credit manager in Newport Beach, CA. It is registered with the SEC as an investment adviser with $1.9B in regulatory assets and 7 staff. It has 2 funds on file.
Funds on file
2
Raised, all funds
$96.7M
Regulatory assets
$1.9B
Staff
7
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.9B
Employees7
Clients23 wealthy individuals, 3 registered funds, 2 charities and 2 companies.
Control personsDavid Dahl, Liam, James Mcguinness, Heather, Nicole Slate.