# Whistler Capital Partners LLC

> Whistler Capital Partners LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 316528
- Filed as: WHISTLER CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316528
- AdvisorCensus page: https://advisorcensus.com/firm/whistler-capital-partners-llc-nashville-tn-316528

## Quick answers

**How is Whistler Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Whistler Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Whistler Capital Partners LLC located?**
Whistler Capital Partners LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Whistler Capital Partners LLC registered with the SEC or a state?**
Whistler Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316528.

**How much does Whistler Capital Partners LLC manage?**
Whistler Capital Partners LLC reports $2,487,127,520 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Whistler Capital Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Whistler Capital Partners LLC: Regulatory assets under management: $0 in the October 2021 data and $2,487,127,520 in the October 2026 data. Total employees: 2 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Whistler Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Whistler Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316528

**What changed in Whistler Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $1,822,281,169 to $2,487,127,520 (+36%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,487,127,520
- Discretionary: $2,487,127,520
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $2,487,127,520 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [whistlercapital.com](https://whistlercapital.com)
- LinkedIn @whistler-capital-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 2 | August 27, 2021 |
| October 2022 | $1,300,416,579 | 6 | March 31, 2022 |
| October 2023 | $1,200,661,418 | 7 | March 31, 2023 |
| October 2024 | $1,355,009,911 | 7 | March 29, 2024 |
| October 2025 | $1,822,281,169 | 10 | March 31, 2025 |
| October 2026 | $2,487,127,520 | 9 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $2,487,127,520 in the October 2026 data.
Total employees: 2 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $1,822,281,169 to $2,487,127,520 (+36%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whistler Capital Partners LLC (CRD 316528): Form ADV filing data as of October 2026.
