Whitman/Peterson Partners IV, LP
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$692M
Investors
219
Min Invest
$25,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Whitman/Peterson Partners IV, LP is a Delaware limited partnership that first filed a Form D on July 10, 2020 and most recently amended it on November 15, 2021, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers pooled investment fund interests. Whitman/Peterson Partners IV, LP reported $692,034,221 sold from 219 investors of a $692,034,221 total offering as of the Form D filed November 15, 2021. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names Evercore Group L.L.C. (CRD 42405), associated with None as the recipient of sales compensation soliciting in all states. The issuer's address of record is 3075 Townsgate Road, Suite 210, Westlake Village, CA 91361.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Fund family Part of the Whitman Peterson Partners family: 3 vehicles across 3 generations · adviser of record Whitman/Peterson, LLC · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Weston Whitman
Executive Officer, Promoter · Westlake Village, CA
Mr. Whitman is a manager of the manager of the Issuer's general partner and an officer of the Issuer's general partner.
Robert Whitman
Executive Officer, Promoter · Westlake Village, CA
Mr. Whitman is a manager of the manager of the Issuer's general partner and an officer of the Issuer's general partner.
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Evercore Group L.L.C.CRD 42405 on BrokerCheck
Associated broker-dealer: None · New York, NY · Soliciting in all states and outside the United States
Questions About Whitman/Peterson Partners IV, LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Whitman/Peterson Partners IV, LP?
Whitman/Peterson Partners IV, LP is a Delaware limited partnership that filed a Form D with the SEC on November 15, 2021 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is Whitman/Peterson Partners IV, LP legit?
AltStreet does not rate legitimacy; it reports the public record. Whitman/Peterson Partners IV, LP filed a Form D with the SEC on November 15, 2021 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $692,034,221 sold to 219 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Whitman/Peterson Partners IV, LP registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Whitman/Peterson Partners IV, LP claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Whitman/Peterson Partners IV, LP raised?
Whitman/Peterson Partners IV, LP reported $692,034,221 sold from 219 investors of a $692,034,221 total offering as of the Form D filed November 15, 2021.
Who can invest in Whitman/Peterson Partners IV, LP?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.
What is the minimum investment in Whitman/Peterson Partners IV, LP?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of November 15, 2021. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Whitman/Peterson Partners IV, LP and how are they paid?
The Form D names Evercore Group L.L.C. (CRD 42405), associated with None as the recipient of sales compensation soliciting in all states.
Who is behind Whitman/Peterson Partners IV, LP?
The Form D lists 2 related persons: Weston Whitman, executive officer, promoter (Mr. Whitman is a manager of the manager of the Issuer's general partner and an officer of the Issuer's general partner); Robert Whitman, executive officer, promoter (Mr. Whitman is a manager of the manager of the Issuer's general partner and an officer of the Issuer's general partner). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Whitman/Peterson Partners IV, LP located?
The issuer's address on its SEC filings is 3075 Townsgate Road, Suite 210, Westlake Village, CA 91361. Its phone number of record is 818-483-1060. It is organized under the laws of Delaware.
How long is the Whitman/Peterson Partners IV, LP offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 7 amendments are on record for this CIK.
How large is Whitman/Peterson Partners IV, LP?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.