J.H. Whitney Capital Partners, LLC

J.H. Whitney Capital Partners, LLC provides discretionary investment advisory and management services to a group of private limited partnerships known as the Whitney Funds, whose investors include high‑net‑worth individuals and a range of institutional investors. The firm is no longer raising new funds and its advisory activities are focused on monitoring, managing and realizing the remaining fund investments under the terms of each Fund’s partnership and advisory agreements.

Investment decisions are made and reviewed by an investment committee and are governed by the Partnership Agreements and any applicable side‑letters; valuations and portfolio monitoring occur on a regular (quarterly) basis. In the wind‑down phase the firm evaluates liquidity, market conditions, company‑specific developments and regulatory constraints when determining whether to sell publicly traded positions or distribute securities in‑kind.

Distinctive features disclosed in the brochure include that Whitney Capital Partners has completed its commitment periods, will not pursue new investments, and is actively disposing of its last holdings—principally two public companies (with a private‑company investment realized in January 2026). The firm also notes historical practices that can affect LP outcomes: carried interest allocations, receipt of transaction and monitoring fees from portfolio companies that have been applied to reduce management fees, limited co‑investment offerings, side‑letter arrangements, internal limited‑partner investments, and potential director‑liability and indemnification exposures during the wind‑up.