Whittier Trust Company Overview

  • Type
  • Family Office (Multi)

  • Founded
  • 1935

Founded
  • Professionals
  • 22

Professionals
  • AUM
  • 0000

Whittier Trust Company General Information

Description

Whittier Trust is a multi-family office based in South Pasadena, California. Established in 1935, the firm provides wealth management, fiduciary, wealth education, business succession planning, family governance, custody services, and administration of wealth for high net-worth families. The assets are managed by the board of directors.

Contact Information

Year Founded
1935
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Family Office (Multi)
Primary Contact
000000 000000
Title
Chief Investment Officer
Email
0000000@0000000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 1600 Huntington Drive
  • South Pasadena, CA 91030
  • United States
+1 (626) 000-0000

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Whittier Trust Company Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Whittier Trust Company Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Whittier Trust Company Team (39)

Name Title Office
David Dahl President, Board Member and Chief Executive Officer South Pasadena, CA
Liam McGuinness Chief Financial Officer South Pasadena, CA
Peter Zarifes Managing Director, Director of Wealth Management & Board Member South Pasadena, CA
Timothy McCarthy Managing Director, Business Development & Board Member South Pasadena, CA
Steven Anderson JD Managing Director, General Counsel & Board Member South Pasadena, CA
You’re viewing 5 of 39 team members. Get the full list »

Whittier Trust Company Board Members (5)

Name Representing Role Since
James Parks Whittier Trust Company Board Member 000 0000
Michael Casey JD Whittier Trust Company Chairman of the Board 000 0000
Steven Anderson JD Whittier Trust Company Managing Director, General Counsel & Board Member 000 0000
Timothy McCarthy Whittier Trust Company Managing Director, Business Development & Board Member 000 0000
You’re viewing 4 of 5 board members. Get the full list »