Managing Director; Limited Partner · Platte River Equity
Kristian M. Whalen
CRD 2646042 · Named on Form ADV at one SEC-registered adviser
At a glance
Platte River Equity, an SEC-registered private fund adviser based in Denver, CO with $1.5 billion in regulatory assets, lists Kristian M. Whalen on its Form ADV as Managing Director; Limited Partner, a control person.
Firms and roles
- Platte River EquityManaging Director; Limited PartnerPrivate fund adviser · Denver, CO · $1.5B in regulatory assets
AtlasMembers
Kristian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Gregory A. SisselPresident and Managing Director; Limited Partner, Platte River Equity
- Peter W. CalamariManaging Director; Limited Partner, Platte River Equity
- Mark A. BrownManaging Director; Limited Partner, Platte River Equity
- Elizabeth H. MaldinChief Compliance Officer & Director of Firm Operations, Platte River Equity
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.