Falists
← Back to search

WHETSTONE CAPITAL ADVISORS

WHETSTONE CAPITAL ADVISORS, LLC

CRD 155414 · SEC 801-79507

Visit website

2001 SHAWNEE MISSION PARKWAY, MISSION WOODS, KS, 66205, United States

Phone

913-951-2700

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$415.1M

Discretionary AUM

$415.1M

Team

4 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Portfolio management (pooled vehicles)INVESTMENT IDEA GENERATION FOR THIRD PARTY ADVISOR

Client types

TypeClientsAUM
Pooled investment vehicles3$415.1M

States served

KS

All web addresses on file

Official SEC filing: View on IAPD