Whitley Penn LLP
Private fund auditor · 77 private funds on SEC Form ADV
Advisers' Form ADV filings name Whitley Penn LLP as auditor to 75 and administrator to 2 private funds, 77 funds in all. It ranks No. 44 of 247 auditors by number of private funds served.
Rankings
Funds served, by type
- Private equity funds43
- Other private funds23
- Real estate funds8
- Hedge funds3
Where its clients are
State of the funds' U.S. advisers.
- Texas68
Where the funds are organized
- United States74
- Canada3
Private funds that name Whitley Penn LLP (30 listed here)
Fund
Gross assets
Minimum
Owners
Adviser
Peak 10 Energy Holdings, LP
Texas, United StatesPrivate equity fund
Gross assets$523M
MinimumNone set
Owners224
AdviserLegacy Star Capital Partners, LLC
EU Project, LLC
Delaware, United StatesPrivate fund
Gross assets$147M
MinimumNone set
Owners2
AdviserTxre Advisers, LLC
Vendera Resources IV-B, LP
Delaware, United StatesPrivate fund
Gross assets$105M
Minimum$1.0M
Owners5
AdviserVendera Management Holdings, LLC
Bluejack Holdings, LLC
Delaware, United StatesReal estate fund
Gross assets$80.9M
Minimum$250K
Owners29
AdviserLantern Capital Partners, L.P.
Bce-Amh Holdings, LLC
Delaware, United StatesPrivate equity fund
Gross assets$44.8M
Minimum$900K
Owners15
AdviserBayou City Energy
Vendera Resources III-B, L.P.
Delaware, United StatesPrivate fund
Gross assets$35.4M
Minimum$1.0M
Owners7
AdviserVendera Management Holdings, LLC
Adagio Income-Driven Private Equity, LLC
Delaware, United StatesPrivate equity fund
Gross assets$35.0M
Minimum$1.0M
Owners3
AdviserAdagio Capital Management, LLC
Elm Park Credit Opportunities Fund III (Canada), L.P.
CanadaPrivate equity fund
Gross assets$33.8M
Minimum$1.0M
Owners18
AdviserElm Park Capital Management, LLC
Adagio Infinite Romad Fund, LLC
Delaware, United StatesPrivate equity fund
Gross assets$30.0M
Minimum$1.0M
Owners3
AdviserAdagio Capital Management, LLC
Elm Park Credit Opportunities Fund (Canada), L.P.
CanadaPrivate equity fund
Gross assets$24.8M
Minimum$1.0M
Owners42
AdviserElm Park Capital Management, LLC
EU Project IV, LLC
Delaware, United StatesPrivate fund
Gross assets$24.0M
MinimumNone set
Owners2
AdviserTxre Advisers, LLC
Elm Park Credit Opportunities Fund II (Canada), L.P.
CanadaPrivate equity fund
Gross assets$15.6M
Minimum$1.0M
Owners64
AdviserElm Park Capital Management, LLC
LFC Equity Plus Tail Protection Fund, Llc.
Texas, United StatesHedge fund
Gross assets$12.4M
Minimum$100K
Owners15
AdviserLEE Financial Company, LLC
Cupola Royalty Direct, LLC
Delaware, United StatesPrivate equity fund
Gross assets$9.3M
MinimumNone set
Owners2
AdviserRivercrest Capital Management LLC
Vendera Resources II, LLC
Delaware, United StatesPrivate fund
Gross assets$4.7M
Minimum$50K
Owners45
AdviserVendera Management Holdings, LLC
Bce-Wkp Holdings, LLC
Delaware, United StatesPrivate equity fund
Gross assets$4.7M
Minimum$1.0M
Owners3
AdviserBayou City Energy
Bayou City Energy Affiliate Fund, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$1.7M
Minimum$500K
Owners20
AdviserBayou City Energy
Cannery Project, LLC
Delaware, United StatesHedge fund
Gross assets$289K
MinimumNone set
Owners2
AdviserTxre Advisers, LLC
LFC Matrix Resources
Texas, United StatesPrivate equity fund
Gross assets$279K
Minimum$50K
Owners29
AdviserLEE Financial Company, LLC
LFC Borders LTD
Texas, United StatesReal estate fund
Gross assets$223K
Minimum$50K
Owners91
AdviserLEE Financial Company, LLC
LFC Novus LTD
Texas, United StatesPrivate equity fund
Gross assets$205K
Minimum$50K
Owners35
AdviserLEE Financial Company, LLC
LFC Stanford LTD
Texas, United StatesReal estate fund
Gross assets$170K
Minimum$50K
Owners119
AdviserLEE Financial Company, LLC
LFC Horizon
Texas, United StatesReal estate fund
Gross assets$170K
Minimum$50K
Owners74
AdviserLEE Financial Company, LLC
LFC Province LTD
Texas, United StatesReal estate fund
Gross assets$130K
Minimum$50K
Owners58
AdviserLEE Financial Company, LLC
Waterfront & Bts Harbor Bay Project, LLC
Delaware, United StatesHedge fund
Gross assets$75K
MinimumNone set
Owners2
AdviserTxre Advisers, LLC
LFC Terra LTD
Texas, United StatesReal estate fund
Gross assets$44K
Minimum$25K
Owners86
AdviserLEE Financial Company, LLC
LFC Island Partners LTD
Texas, United StatesReal estate fund
Gross assets$30K
Minimum$50K
Owners33
AdviserLEE Financial Company, LLC
LFC Energy Resources LTD
Texas, United StatesPrivate equity fund
Gross assets$26K
Minimum$50K
Owners123
AdviserLEE Financial Company, LLC
LFC Summit Resources LTD
Texas, United StatesPrivate equity fund
Gross assets$19K
Minimum$50K
Owners43
AdviserLEE Financial Company, LLC
LFC Energy Royalty LTD
Texas, United StatesPrivate equity fund
Gross assets$15K
Minimum$50K
Owners9
AdviserLEE Financial Company, LLC
47 more funds name Whitley Penn LLP: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Whitley Penn LLP; Whitley Penn; Whitley Penn, LLP; Whitley Penn, L.L.P.; Whitley Penn, LP
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.