← Tributary

WHITNEY PEAK CAPITAL, LP

BOSTON, MA · CRD 300269 · IAPD ↗ · 617-646-4740

$80.2MRegulatory AUM
1Advisory reps
1Employees
1Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2025 — WHITNEY PEAK CAPITAL, LP (BOSTON, MA) left the SEC roster (was $80.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2025 — WHITNEY PEAK CAPITAL, LP reported RAUM down 46% ($147.6M -> $80.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2025 — WHITNEY PEAK CAPITAL, LP shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
April 2024 — WHITNEY PEAK CAPITAL, LP reported RAUM down 32% ($218.1M -> $147.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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