J.H. Whitney Capital Partners provides portfolio management for pooled vehicles. The firm advises 6 private funds.
J.H. Whitney Capital Partners reports 6 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($859M across 6 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $859M | 100.0% | $143M |
| Total | 6 | $859M | 100% | $143M |
- Clients
- 6
- Regulatory AUM
- $859M
- AUM share
- 100.0%
- Avg. per client
- $143M
Total
- Clients
- 6
- Regulatory AUM
- $859M
- AUM share
- 100%
- Avg. per client
- $143M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 6
J.H. Whitney Capital Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Paul Vigano owns 50% to 75% of J.H. Whitney Capital Partners. The leadership team of J.H. Whitney Capital Partners includes Chief Financial Officer David Zatlukal. It has 4 employees, 3 of them in advisory roles.
Leadership
- David ZatlukalChief Financial Officer
- David ZatlukalChief Compliance Officer
- Paul ViganoSenior Managing Director; Managing Member
- Robert WilliamsSenior Managing Director; Managing Member
Staff
- 4 employees
- 3 in advisory functions
- Owns 50% to 75% of J.H. Whitney Capital Partners, LLC
Paul Vigano
Control person · since November 2004
- Owns 50% to 75% of J.H. Whitney Capital Partners, LLC
Robert Williams
Control person · since November 2004
J.H. Whitney Capital Partners’ regulatory assets fell from $1.27B (March 2021) to $859M (March 2026); clients rose from 5 to 6 and employees fell from 10 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $859M | 6 | 4 | 1 |
| March 2025 | $672M | 6 | 4 | 1 |
| March 2024 | $545M | 6 | 5 | 1 |
| July 2023 | $983M | 5 | 5 | 1 |
| March 2022 | $1.09B | 5 | 7 | 1 |
| March 2021 | $1.27B | 5 | 10 | 1 |
Besides its headquarters, J.H. Whitney Capital Partners has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 212 Elm Street, Suite 1, New CanaanHQ
Contact and registration details
- Legal name
- J.H. Whitney Capital Partners, LLC
- Headquarters
- 212 Elm Street, Suite 1, New Canaan, CT 06840
- Website
- whitney.com
- Phone
- 203-716-6100
- SEC file
- 801-74381
- Structure
- Delaware LLC
- Fiscal year end
- December
J.H. Whitney Capital Partners has custody of $859M in client assets for 6 clients.
How many clients does J.H. Whitney Capital Partners have?
J.H. Whitney Capital Partners has 6 clients and manages $859 million for them, as of March 2026. They include 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does J.H. Whitney Capital Partners offer?
J.H. Whitney Capital Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does J.H. Whitney Capital Partners have?
J.H. Whitney Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns J.H. Whitney Capital Partners?
J.H. Whitney Capital Partners’ direct owners are Paul Vigano (50% to 75%) and Robert Williams (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does J.H. Whitney Capital Partners get paid?
J.H. Whitney Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is J.H. Whitney Capital Partners registered with the SEC?
Yes, J.H. Whitney Capital Partners has been registered with the SEC as an investment adviser since 30 March 2012. Its CRD number is 160547 and its SEC file number is 801-74381.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact J.H. Whitney Capital Partners?
J.H. Whitney Capital Partners’ main office is at 212 Elm Street, Suite 1, New Canaan, CT 06840. Its phone number is 203-716-6100. Its website is whitney.com.