Updated:
Whippoorwill Associates
Whippoorwill Associates is an SEC-registered investment adviser in White Plains, NY, since 1993. The firm manages approximately $31 million in assets.
Whippoorwill Associates
Whippoorwill Associates is an SEC-registered investment adviser in White Plains, NY, since 1993. The firm manages approximately $31 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1991
Location
Region
North America
Country
United States
City
White Plains
Corporate office
White Plains, NY, United States
Principals
Shelley F. Greenhaus
President & Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Whippoorwill Associates?
Shelley F. Greenhaus is the firm's President and Chief Investment Officer. Greenhaus founded Whippoorwill in 1991 and has overseen all investment decisions and portfolio construction since inception. The firm has not publicly detailed a broader investment committee or deputy CIO structure, making Greenhaus the key-person risk allocators evaluate.
How does Whippoorwill source distressed-debt deals?
Whippoorwill sources opportunities primarily through the formal bankruptcy process, relationships with restructuring advisors, and secondary-market trading of distressed claims. The firm does not originate loans directly; it acquires existing debt at discounts to par and then works through restructuring negotiations. Its three-decade track record gives it standing with legal and financial restructuring professionals.
What happens to Whippoorwill if Shelley Greenhaus retires?
Succession presents a material consideration for allocators. Shelley Greenhaus founded the firm and has been the sole public face of its investment strategy for over 30 years. Whippoorwill has not publicly announced a next-generation leadership team, internal ownership transition, or a named successor. This concentration of investment and operational authority in one individual is a standard key-person-risk topic in due diligence.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: