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J.H. WHITNEY CAPITAL PARTNERS, LLC

212 Elm Street
Suite 1
New Canaan, Connecticut 06840
Tel: 203-716-6100

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About J.H. WHITNEY CAPITAL PARTNERS, LLC

JH WHITNEY CAPITAL PARTNERS, LLC, formally registered with the SEC as JH WHITNEY CAPITAL PARTNERS, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

J.H. WHITNEY CAPITAL PARTNERS, LLC is a New Canaan, Connecticut based Financial Planning firm with nearly $544,516,292 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160547
SEC#801-74381
Assets Managed by Firm$544,516,292
No. of Clients6
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$544,516,292

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