Whitman/Peterson Revenue, Growth & Competitor Profile

DBA Whitman/Peterson Core Plus, LP
DBA WHITMAN/PETERSON, LLC
DBA Whitman/Peterson Partners III, LP
DBA Whitman/Peterson Partners IV, LP
DBA Whitman/Peterson Partners V, LP

Company Profile & Annual Report for Whitman/Peterson

Access the complete profile.

Whitman/Peterson Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	3075 Townsgate Road Suite 210 Westlake Village, CA 91361

Note: Revenues for privately held companies are statistical evaluations.


Whitman/Peterson's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Whitman/Peterson's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Whitman/Peterson is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Whitman/Peterson Annual Revenue and Growth Rate

Whitman/Peterson	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Whitman/Peterson's revenues are gauged from an analysis of company filings.

Whitman/Peterson's Income Statement (based on Industry Averages)

Whitman/Peterson P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Whitman/Peterson has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
December 8, 2023	0	0%	$950 MM
Complete list of funding rounds and total amounts in the Company Report

Market Share of Whitman/Peterson's Largest Competitors

A competitive analysis shows these companies are in the same general field as Whitman/Peterson, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Whitman/Peterson. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
JONESTRADING INSTITUTIONAL SERVICES	Thousand Oaks, CA	100
ASSOCIATED FOREIGN EXCHANGE	Woodland Hills, CA	87
ONE CAPITAL MANAGEMENT	Westlake Village, CA	50
TAPCHECK	Tarzana, CA	36
BLAZE LIFE HOLDINGS	Sylmar, CA	26
MORTON CAPITAL MANAGEMENT	Agoura Hills, CA	23

Other Companies at 3075 Townsgate Road, Westlake Village CA

Company	Headquarters	Revenue ($ MM)
ONE CAPITAL MANAGEMENT	Westlake Village, CA	100
CREDIT CAPITAL	Westlake Village, CA	4
WESTLAKE BIOPARTNERS FUND III	Westlake Village, CA	1
SUMMIT FINANCIAL CONSULTANTS	Westlake Village, CA	0

Future Competition: Whitman/Peterson's Fastest Growing Competitors

These companies are in the same general field as Whitman/Peterson and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)