212 Elm Street
Suite 1
New Canaan, Connecticut 06840
Tel: 203-716-6100
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160547 |
SEC# | 801-74381 |
Assets Managed by Firm | $544,516,292 |
No. of Clients | 6 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6 | $544,516,292 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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