$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
29 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-1997
- Office Locations
- 1
Office Locations
-- Mountain View CA
About Whitcraft Capital Management
CD&R is a private equity–focused investment firm with deep operating expertise across select sectors. It partners closely with portfolio company management teams to develop and execute value-creation plans aimed at sustainable, long-term growth, emphasizing trust, partnership, creativity, and operational excellence. The firm highlights stewardship through sustainability initiatives and the CD&R Foundation.
Team overview
64 AVG AGE
-- AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
29 yrs AVG TENURE
1 Employees
0 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Services
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Technology
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Owner & Executives
J
Jonathan Wade Whitcraft
Chief Executive Officer, Owner, President
- CRD
- #719854
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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