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Home > Retirement Planners > massachusetts > boston > WHITNEY PEAK CAPITAL, LP
WHITNEY PEAK CAPITAL, LP
131 Dartmouth Street
3rd Floor
Boston, Massachusetts 02116
Tel: 617-646-4740
About WHITNEY PEAK CAPITAL, LP
WHITNEY PEAK CAPITAL, LP, formally registered with the SEC as WHITNEY PEAK CAPITAL, LP. The firm was established in 02/14/2019. They have over 1 offices throughout the country.
WHITNEY PEAK CAPITAL, LP is a Boston, Massachusetts based Financial Planning firm with nearly $147,568,289 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300269 |
| SEC# | 801-114694 |
| Assets Managed by Firm | $147,568,289 |
| No. of Clients | 4 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $147,568,289 |
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