# Whiston Asset Management

Whiston Asset Management is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Assets under management:** Undisclosed
- **Website:** whistonassetmanagement.com

## Regulatory record

- **CRD number:** 118691
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118691

## About

Whiston Asset Management Group, Inc is a Registered Investment Advisory firm and a fee-based firm acting as a fiduciary. It provides private wealth management with a focus of over 44 years of experience in personalized wealth management services. The firm specializes in Portfolio Management, Wealth Transfer and Asset Protection, and services individual financial needs of investors worldwide.

## Questions

### Who runs investment decisions at Whiston Asset Management?

No public information identifies the principals or investment committee at Whiston Asset Management. The firm does not disclose its leadership on any public platform (public record).

### What is Whiston Asset Management's investment strategy?

The firm has not publicly described its investment strategy. No asset-class mix, stage preferences, or geographic focus can be confirmed from available sources (public record).

### What is the AUM of Whiston Asset Management?

Whiston Asset Management does not publicly disclose its assets under management. No credible estimate can be made from public sources (public record).

### Who are the portfolio companies of Whiston Asset Management?

No portfolio companies are listed in any public database or media report. The firm's holdings are not disclosed (public record).

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Last updated: 2026-08-11T15:08:32.892Z

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