RIA · CRD 117307SEC-Registered

Updated:

Whitney

Whitney is an SEC-registered investment adviser in ROCHESTER, NY, registered since 2001. The firm manages approximately $1.5 billion in regulatory assets.

Whitney

Whitney is an SEC-registered investment adviser in ROCHESTER, NY, registered since 2001. The firm manages approximately $1.5 billion in regulatory assets. It has 12 employees and 8 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Rochester

Corporate office

Reston, VA, United States

Frequently asked questions

What is Whitney?

Whitney is a ria headquartered in Rochester, United States.

Where is Whitney headquartered?

Whitney is headquartered in Rochester, United States, in the North America region.

What does Altss track for Whitney?

Altss maintains an OSINT-verified profile of Whitney covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Whitney's website?

Whitney's public website is whitneyonline.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Whitney?

Whitney is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on Whitney?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Whitney's Altss profile last updated?

Whitney's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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.

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