/Investor DB

Whitman Peterson

Private equity

Westlake Village · 29 people tracked

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Investment thesis

Whitman Peterson positions itself as a partner of choice for best-in-class real estate operating platforms seeking major growth. Its strategy centers on GP-aligned partnerships, including GP co-investment, JV equity at the property level, and in some cases direct investments in the operating company itself. The firm targets platforms with proven sourcing, repositioning, financing, capital markets, and management capabilities that can be amplified by its capital and involvement. It emphasizes disciplined underwriting, collaborative deal execution, oversight of operations and capital projects, and value maximization through capital-markets strategies, aiming for long-term, programmatic partnerships across sectors like multifamily, student housing, hospitality, self-storage, and industrial/logistics.

Source: firm website, verified Oct 13, 2026.

HQ
Westlake Village, US
Instruments
Equity · Debt
Founded
2010
AUM
$2.4B
Tracked investments
5
Acquisitions
1

Team · 29 people

from the firm's website & public directories
Bob Whitman· Co-Founder & Co-Managing Partner

Co-founder and co-managing partner of Whitman Peterson. Previously CEO and Chairman of Franklin Covey and co-CEO of the Hampstead Group, a private equity firm; earlier a managing partner at Trammell Crow Group. Holds a B.S. in Finance from the University of Utah and an MBA from Harvard Business School.

Joel Peterson· Executive Officer

Co-founder of Whitman Peterson, established in October 2010.

Wes Whitman· Co-Founder & Co-Managing Partnerin

Co-founder and co-managing partner who has overseen the firm's investments since its 2010 inception. Previously a managing director and principal at Greystar. Holds a B.S. in Finance from Brigham Young University and an MBA from Harvard Business School.

Jason Johnson· Partnerin

Partner who joined in 2012, previously working at Highridge Partners and Morgan Stanley's real estate private equity group. Holds an MBA from UCLA Anderson and MAcc and B.S. in Accountancy from Brigham Young University; a CFA charterholder and licensed CPA.

Paul Novak· Partnerin

A hotel development and acquisition executive with over 40 years of experience, having acquired or developed over $4 billion in hotel assets through roles at Marriott and the Hampstead Group. Holds a BA from Michigan State University.

Vaib Vijayakumar· Partnerin

Partner who joined the investment team in 2013, previously managing part of the Stanford endowment's real estate portfolio and working as an analyst at Bank of America Merrill Lynch. Holds a BSc from Cornell and an MBA from UCLA Anderson.

Alyssa Kennedy· Senior Directorin

Senior Director on the investment team focusing on short-term rental housing and hotel asset management. Joined in June 2017 after working in Wells Fargo's Hospitality Finance Group. Graduate of Cornell University with a B.S. in Hotel Administration.

Andrea Delfanti· Senior Director

Senior Director in the Corporate Finance team. Previously a Manager in PwC's Asset Management and Real Estate group in Los Angeles. Holds a B.S. in Finance from California State University, Northridge and is a licensed CPA.

Aria Sencer· Executive Assistantin

Executive Assistant to Wes Whitman, joining in November 2025 to support executive operations and strategic priorities. Previously EA to the CEO of L-Acoustics. Holds a Master of Public Administration from California State University, Northridge.

Arthur Santos· Director

Director who joined the investment team in 2018, previously an analyst at Duff & Phelps' Real Estate Advisory Group. Holds a B.S. from Cornell University's School of Hotel Administration.

Austin Saunders· Senior Associate

Senior Associate who joined the investment team in March 2021. Graduated from UCLA with a B.A. in Business Economics and completed internships at AEW Capital Management and other real estate firms.

Barbara Gasgonia· Director

Director who joined the Corporate Finance team in 2020, previously an Audit Associate at KPMG's Los Angeles Asset Management practice. Graduate of Texas A&M University with a B.B.A. in Accounting and a Master of Financial Management.

Barry Luo· Research and Strategy Senior Associatein

Research and Strategy Senior Associate who joined in 2023, previously a REITs Equity Research Associate at Mizuho Group and analyst at J.P. Morgan Asset Management. Graduate of Washington University in St. Louis.

Carter Bateman· Analystin

Analyst who joined the investment team in June 2024. Graduated from Brigham Young University with a B.S. in Finance and completed real estate private equity internships in acquisitions, debt, and asset management.

Daniel Yun· Senior Associate

Senior Associate who joined the Corporate Finance team in April 2024, previously a Senior Valuations Analyst at Bellwether Asset Management and consultant at Altus Group. Holds a B.S. in Real Estate Finance and Investment from San Diego State University.

Dorian Lavabre· Associatein

Associate who joined the Corporate Finance team in 2023, previously an Audit Senior in Ernst & Young's Real Estate practice in Los Angeles. Holds a B.A. in Economics and Accounting from UC Santa Barbara.

Ernesto Mineros· Associatein

Associate who joined the Corporate Finance Team in 2024, previously a Senior Audit Associate at PwC's Asset Management practice. Graduate of Cal State Dominguez Hills with a B.S. in Business Administration.

Ethan Jie· Analystin

Analyst who joined the investment team in August 2025. Graduated from Northwestern University with a B.A. in Economics and Mathematics and completed internships at Morgan Stanley and other firms.

Jack Jolliffe· Senior Directorin

Senior Director overseeing the firm's student housing program and industrial platform. Joined in 2019 after starting his career at J.P. Morgan's OCIO group. Holds a BBA from Texas Christian University and is a CFA charterholder.

Jerome Nonato· Managing Directorin

Managing Director leading the Corporate Finance team. Previously a VP at family office True Investments and an associate at Fortress Investment Group's real estate private equity team. Holds a B.A. in Business Economics from UC Santa Barbara.

Jordan Bedikian· Analyst

Analyst who joined the investment team in October 2024, previously an originations analyst at 3650 REIT in Beverly Hills. Graduate of the University of Texas at Austin with a B.A. in economics and psychology.

Lucas Liu· Directorin

Director managing the firm's rental housing, logistics, and international investment platforms. Graduate of Cornell University's School of Hotel Administration with prior internships at JLL, IHG, and Marriott.

Michael Flores· Senior Analystin

Senior Analyst who joined the investment team in June 2023. Graduated from Brigham Young University with a B.S. in Finance and completed real estate private equity internships at Goldman Sachs and other firms.

Piers Clark· Senior Associatein

Senior Associate who joined in summer 2021 after graduating from NYU's Gallatin School focusing on urban design and geography. Previously interned at Hines on seniors housing developments.

Seth Nickolaisen· Senior Director

Senior Director who joined after graduating from Brigham Young University with a Master of Science and B.S. in Accountancy. Previously interned with Deloitte's Financial Services Industry group in New York.

Sofia Vitiello· Senior Associatein

Senior Associate who joined the Corporate Finance Team in 2021, previously a Senior Audit Associate at KPMG's Asset Management practice. Graduate of UC Santa Barbara with a B.A. in Economics and Accounting.

Steve Nunez· Senior Managing Directorin

Senior Managing Director overseeing multifamily development, self-storage, and outdoor lodging sectors. Joined in 2017 after leading over $2 billion of investments at Barings Real Estate Advisers. Holds an MBA from UCLA Anderson and a B.S. from USC.

Tom Deily· Associate

Associate who joined the Corporate Finance Team in 2023, previously an Audit Associate at CohnReznick's Commercial Real Estate practice. Holds a B.S. in Accountancy from the University of San Diego.

Weston W Whitman· Executive Officerin

What they invest in

from 3 of 5 portfolio companies

AI & Machine Learning ×1Consumer ×1Enterprise Software ×1Fintech ×1Future of Work ×1HR Tech ×1PropTech ×1SaaS ×1

HQs:United States×2

Investments · 5 tracked

founders shown can be your intro path

By year:2020 · 22018 · 12016 · 14 dated

AutoCampautocamp.comin𝕏

AutoCamp operates a chain of hospitality properties that combine Airstream accommodations and boutique hotel services at scenic outdoor destinations across the United States.

ConsumerTravel & HospitalityWellness & FitnessSanta Barbara, US

Neil Dipaola(Founder)in

Co-investorsMundi Ventures

Landislandis.comin𝕏Seed · Oct 2018 · $2M

Landis provides a program to help renters become homeowners, sharing client success stories about overcoming obstacles on the path to homeownership.

FintechPropTech

Co-investorsDreamers VCKyber Knight CapitalSequoia CapitalTeam Builder VenturesArriveGV (Google Ventures)+4 more

Run the Worldruntheworld.todayinSeed · Feb 2020 · $4MAcquired

Virtual events platform for online conferences and networking, acquired by EventMobi in 2023.

Xiaoyin Qu(Founder)in

Co-investorsAndreessen HorowitzAtelierDreamers VCScribble VenturesFounders FundGSR Ventures+1 more

Workstreamworkstream.usin𝕏Series A · May 2020 · $10M

Workstream provides technology and services for the global deskless economy, serving the 2.7 billion workers and business owners in this segment.

AI & Machine LearningEnterprise SoftwareFuture of WorkHR TechSaaSSan Francisco, US

Desmond Lim(Founder)inMax Wang(Founder)inHuang Hui Lim(Executive Officer, Director)Ruoyu Wang(Executive Officer, Director)Lei Xu(Founder)in

BoardKeith Rabois(Director)in

Co-investorsBasis Set VenturesBond Capital ManagementGaingelsNotable CapitalSoma CapitalFounders Fund+19 more

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

BrightCrowd

Portfolio news

latest coverage across their companies

Fund performance · per public LP disclosures

as of Sep 2025
FundVintageCommittedNet IRRTVPIDPI
Whitman Peterson Fund VLPs: Los Angeles County Employees Retirement Association2024—-13.5%0.89x0.00x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

How many investments has Whitman Peterson made?
Whitman Peterson has 5 tracked investments, 1 of which have exited.
What sectors does Whitman Peterson focus on?
Whitman Peterson focuses on Logistics & Supply Chain, PropTech, Travel & Hospitality.
Where is Whitman Peterson located?
Whitman Peterson is headquartered in Westlake Village, US.

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