# Whitman Financial Services

Whitman Financial Services is a RIA based in North Reading, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** North Reading, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Under $500 million (Altss estimate)
- **Website:** whitmanfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/dallascoffman

## Regulatory record

- **CRD number:** 117633
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117633

## About

Whitman Financial Services, LLC is a state-registered investment adviser in North Reading, MA. It has 2 employees and 2 investment advisers. The firm is based in Massachusetts.

## Sectors

- Real Estate
- Private Credit
- Energy Transition & Renewables

## People

- Thomas Whitman — Principal

## Questions

### Does Whitman Financial Services participate in fund commitments or only direct deals?

The firm focuses exclusively on direct investments and passive co-investments alongside other family offices. It does not commit to external private equity or real estate funds, per its disclosed posture.

### What investment stages does Whitman Financial Services typically target?

In real estate, Whitman targets value-add and opportunistic assets with defined business plans. In private credit, it provides mezzanine and bridge loans to middle-market companies. It does not invest in venture-stage or early-growth equity.

### Which sectors does Whitman Financial Services explicitly avoid?

The firm avoids public equities, hedge funds, venture capital, and oil & gas direct operations. Its stated focus is limited to real estate and private credit.

## Related profiles

- [Locke Financial Services, Inc.](https://altss.com/profile/locke-financial-services-inc)
- [Coastal Financial Planning](https://altss.com/profile/coastal-financial-planning-inc)

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Last updated: 2026-07-06T01:24:28.899Z

Canonical page: https://altss.com/profile/whitman-financial-services-llc

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