Whitefort Capital Management, Lp
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 3
- Avg AUM / client
- $350M
- Accounts
- 3
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $1.1B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $685M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Whitefort Capital Master Fund, Lp master | Hedge Fund | Cayman Islands | $678M | 70 |
| Wlso Investments, Lp master | Private Equity Fund | Cayman Islands | $7.6M | 12 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kaplan, Joseph, Meyer | Managing Partner, Portfolio Manager | Apr 2015 (11y) | ≈ 18.75% – 50% via Jk Advisors Llc | |
| Salanic, David, Lorin | Managing Partner, Portfolio Manager | Mar 2017 (9y) | ≈ 37.5% – 75% via Safida Llc | |
| Shaham, Ran, Nmn | Chief Compliance Officer And Chief Financial Officer | Mar 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Safida Llc | Limited Partner | Mar 2017 | A | 50% – 75% |
| Jk Advisors Llc | Limited Partner | Mar 2017 | A | 25% – 50% |
| Whitefort Capital Management Gp, Llc | General Partner | Mar 2017 | A | Less than 5% |
| Safida Llc | Member | Mar 2017 | B | ≈ 0% – 3.75% via Whitefort Capital Management Gp, Llc |
| Jk Advisors Llc | Member | Mar 2017 | B | ≈ 0% – 2.5% via Whitefort Capital Management Gp, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kaplan, Joseph, Meyer: 75% – 100% of Jk Advisors Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Salanic, David, Lorin: 75% – 100% of Safida Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Safida Llc: 50% – 75% of Whitefort Capital Management Gp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Jk Advisors Llc: 25% – 50% of Whitefort Capital Management Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $685M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Whitefort Capital Master Fund, Lp | Hedge Fund | $678M | $1.0M | 70 |
| Wlso Investments, Lp | Private Equity Fund | $7.6M | $5.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗