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Andrew Mcintyre Carlson

Whetstone Capital Advisors

Mission Woods, KS

CRD 6225887

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Employer firm

Whetstone Capital Advisors CRD 155414

$415M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)
  • INVESTMENT IDEA GENERATION FOR THIRD PARTY ADVISOR

From the firm’s Form ADV. Read the guides:

Current Employers
Whetstone Capital Advisors

2001 Shawnee Mission Parkway, Mission Woods, KS 66205 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2013-09-04
  • KS RA
    APPROVED
    Since 2013-09-04

Branch Locations

2001 Shawnee Mission Parkway, Mission Woods, KS 66205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Whetstone Capital Advisors Shawnee Mission KS 07/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-04
  • S65 Uniform Investment Adviser Law Examination
    2013-09-04

View on SEC IAPD

Nearby Firms

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC
PALMER SQUARE BDC ADVISOR LLC

Nearby Investors

CHRISTOPHER DALE LONG
JAY Ryan LIEBERMAN
Jarett Atkins

Nearby Offices

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC · MISSION WOODS, KS
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC · MISSION WOODS, KS
PALMER SQUARE BDC ADVISOR LLC · MISSION WOODS, KS

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