Whitehorse Capital Partners, L.P. (Dallas)

Whitehorse Capital Partners, L.P. is a related adviser based in Dallas. It manages $831.52 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Whitehorse Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Whitehorse Capital Partners: assets under management

The assets under management (AUM) of Whitehorse Capital Partners, L.P. is $831.52 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and $831.52 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $831.52 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $831.52 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Whitehorse Capital Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Whitehorse Capital Partners serves?

The only and largest group of clients of Whitehorse Capital Partners is pooled investment vehicles with 1 clients and $831.52 thousand of assets under management. Among the 2 most similar advisory firms, Whitehorse Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $831.52 thousand for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Whitehorse Capital Partners also advises several private funds. Namely, one securitized asset fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Whitehorse Capital Partners, L.P.

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jarred Duff Worley	Chief compliance officer	1 Jul 2002	25% - 50%	5112684
James Demus Carvell	Limited partner	1 Jul 2002	25% - 50%	5112688
Ethan Michael Underwood	Limited partner	1 Jul 2002	25% - 50%	5112696
Llc Whiterock Asset Advisors	General partner	1 Jul 2002	Other	73-1656362

Based in Dallas

The principal office where Whitehorse Capital Partners, L.P. performs its advisory services is located at 200 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-855-2999 or by fax 214-855-2998. The normal business hours are 8am - 6pm on Monday - Friday.