WHITTIER SMID CAP FUND, LP

Profile

Company Names

WHITTIER SMID CAP FUND, LP

Addresses

177 E. COLORADO BLVD., SUITE 800, PASADENA, CA 91105

177 E. COLORADO BLVD., SUITE 800, PASADENA, CA 91105

1600 HUNTINGTON DRIVE, SOUTH PASADENA, CA 91030

Phone Numbers

646-463-2514
626-441-5111

 

Entity Type:

LIMITED PARTNERSHIP

Industry:

OTHER INVESTMENT FUND

Year Incorporated:

> 5 years ago

State Incorporated:

DELAWARE

Total Amount Raised:

$71,175,000.00

Number of Funding Rounds:

1
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
1
2013-01-01 
$71,175,000.00 
INDEFINITE 
INDEFINITE 
 
People
First Name
Middle Name
Last Name
Titles
Related Companies
STEVEN 
A 
ANDERSON 
EXECUTIVE OFFICER, DIRECTOR
PRIMEXX ENERGY OPPORTUNITY FUND, LP   |  PRIMEXX ENERGY OPPORTUNITY FUND II, LP   |  WHITTIER CORPORATE AMERICA FUND, LP   |  WTC ENERGY CREDIT FUND, LP   |  WHITTIER ODYSSEY FUND, LP   |  WTC FUNDAMENTAL OPPORTUNISTIC CREDIT FUND, LLC   |  WTC PRIVATE DEBT FUND, LLC   |  WHITTIER SMID CAP FUND, LP
CRAIG 
 
AYERS 
EXECUTIVE OFFICER
WHITTIER SMID CAP FUND, LP   |  WHITTIER VALUE FUND A, L.P.   |  WHITTIER INTERNATIONAL FUND A, L.P.   |  WHITTIER CORPORATE AMERICA FUND, LP
SANDIP 
 
BHAGAT 
EXECUTIVE OFFICER
WTC FUNDAMENTAL OPPORTUNISTIC CREDIT FUND, LLC   |  WHITTIER ODYSSEY FUND, LP   |  WTC MULTI STRATEGY FUND OFFSHORE, LLC   |  WTC PRIVATE DEBT FUND, LLC   |  WHITTIER SMID CAP FUND, LP   |  WHITTIER CORE FIXED INCOME FUND, LLC   |  WHITTIER VALUE FUND A, L.P.   |  WHITTIER INTERNATIONAL FUND A, L.P.
SANDIP 
E. 
BHAGAT 
EXECUTIVE OFFICER
WTC PRIVATE DEBT FUND, LLC   |  WHITTIER CORPORATE AMERICA FUND, LP   |  WTC MULTI STRATEGY FUND, LLC   |  WTC MULTI STRATEGY FUND OFFSHORE, LLC   |  WHITTIER VALUE FUND A, L.P.   |  WHITTIER INTERNATIONAL FUND A, L.P.   |  WHITTIER SMID CAP FUND, LP
MICHAEL 
J. 
CASEY 
DIRECTOR
WTC MULTI STRATEGY FUND, LLC   |  WTC MULTI STRATEGY FUND OFFSHORE, LLC   |  WHITTIER SMID CAP FUND, LP   |  WHITTIER CORE FIXED INCOME FUND, LLC   |  WHITTIER CORPORATE AMERICA FUND, LP   |  WTC PRIVATE DEBT FUND, LLC   |  WHITTIER VALUE FUND A, L.P.   |  WHITTIER INTERNATIONAL FUND A, L.P.
DAHL 
A. 
DAVID 
DIRECTOR
WHITTIER SMID CAP FUND, LP   |  WHITTIER VALUE FUND A, L.P.   |  WHITTIER INTERNATIONAL FUND A, L.P.
LIAM 
 
MCGUINESS 
EXECUTIVE OFFICER
WHITTIER SMID CAP FUND, LP
LIAM 
W. 
MCGUINESS 
EXECUTIVE OFFICER
WHITTIER SMID CAP FUND, LP
MAT 
 
NEBEN 
EXECUTIVE OFFICER
WHITTIER SMID CAP FUND, LP
MATHEW 
 
NEBEN 
EXECUTIVE OFFICER
WHITTIER SMID CAP FUND, LP
MATHEW 
N. 
NEBEN 
EXECUTIVE OFFICER
WHITTIER CORPORATE AMERICA FUND, LP   |  WHITTIER VALUE FUND A, L.P.   |  WHITTIER INTERNATIONAL FUND A, L.P.   |  WHITTIER SMID CAP FUND, LP
ROBERT 
W. 
RENKEN 
EXECUTIVE OFFICER, DIRECTOR
WHITTIER SMID CAP FUND, LP
TEAGUE 
 
SANDERS 
EXECUTIVE OFFICER, DIRECTOR
WHITTIER CORPORATE AMERICA FUND, LP   |  WHITTIER SMID CAP FUND, LP   |  WHITTIER VALUE FUND A, L.P.   |  WHITTIER INTERNATIONAL FUND A, L.P.
ARLO 
 
SORENSON 
DIRECTOR
PRIMEXX ENERGY OPPORTUNITY FUND, LP   |  WHITTIER SMID CAP FUND, LP   |  WHITTIER VALUE FUND A, L.P.   |  WHITTIER INTERNATIONAL FUND A, L.P.
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2025-09-25
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2013-01-01 
2024-09-25
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2013-01-01 
2023-09-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2013-01-01 
2022-09-23
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2013-01-01 
2021-09-23
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2013-01-01 
2020-09-24
D
Link
OTHER INVESTMENT FUND 
 
 
 
2013-01-01 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#