WHETSTONE CAPITAL Overview
Whetstone Capital Advisors Llc is an investment advisor that manages 168.1 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 03/31/23. The fund's latest filing disclosed 155MM in positions, representing 92% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 03/31/23. The fund's latest filing disclosed 155MM in positions, representing 92% of the manager's regulatory AUM.
WHETSTONE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WHETSTONE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NET | 11.66% | Tech | 3.5% | -1.55% | 0 | 9% | ||
| GOOG | 9.66% | Tech | 18.14% | 0.78% | 0 | 34% | ||
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FEATURED IN
WHETSTONE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David A. Atterbury | President/Member | October-2010 |
| Thomas C. Mcgannon | Partner / Chief Operating Officer | October-2010 |
| Sarah K. Collins | Chief Compliance Officer / Controller | August-2014 |
WHETSTONE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
WHETSTONE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Affiliated Private Funds
WCA seeks to achieve the specific investment objectives of the Funds by performing active security selection across a wide variety of asset classes in an effort to achieve superior investment returns in a tax‐efficient manner. WCA generally invests a substantial majority of assets in liquid securities; however, it may take positions in illiquid and/or non‐publicly traded assets.
The primary risk management tool WCA employs is buying securities at a discount relative to WCA’s estimate of their intrinsic values. WCA may employ hedging and options strategies when deemed appropriate and cost effective, or may use margin in certain circumstances.
WCA however is generally not limited to this specific strategy.
Partners of the Funds are made aware through detailed disclosures in each fund’s Private Placement Memorandum that an investment in the fund may inv...
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Affiliated Private Funds
WCA seeks to achieve the specific investment objectives of the Funds by performing active security selection across a wide variety of asset classes in an effort to achieve superior investment returns in a tax‐efficient manner. WCA generally invests a substantial majority of assets in liquid securities; however, it may take positions in illiquid and/or non‐publicly traded assets.
The primary risk management tool WCA employs is buying securities at a discount relative to WCA’s estimate of their intrinsic values. WCA may employ hedging and options strategies when deemed appropriate and cost effective, or may use margin in certain circumstances.
WCA however is generally not limited to this specific strategy.
Partners of the Funds are made aware through detailed disclosures in each fund’s Private Placement Memorandum that an investment in the fund may inv...
Get the Full Report
WHETSTONE CAPITAL Portfolio Concentration
WHETSTONE CAPITAL Location
2001 SHAWNEE MISSION PARKWAY
SHAWNEE MISSION, Kansas
UNITED STATES, 66205
SHAWNEE MISSION, Kansas
UNITED STATES, 66205
WHETSTONE CAPITAL Contact Information
Phone Number: 913-951-2700
Fax Number: 913-384-0413
Website: http://whetstone-capital.com
Fax Number: 913-384-0413
Website: http://whetstone-capital.com
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