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J.H. WHITNEY CAPITAL PARTNERS, LLC

NEW CANAAN, CT · CRD 160547 · IAPD ↗ · whitney.com · 203-716-6100

$859.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — J.H. WHITNEY CAPITAL PARTNERS, LLC reported RAUM up 28% ($671.9M -> $859.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
April 2024 — J.H. WHITNEY CAPITAL PARTNERS, LLC reported RAUM down 45% ($983.3M -> $544.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.