J.H. Whitney Equity Partners VII, LLC
RIA/Wealth
J.H. Whitney Equity Partners VII, LLC is a RIA/Wealth based in Salem, OR led by William Gerard Shaheen, reporting $1.2B in AUM as of Q3 2025 with 100% Healthcare concentration, with only 1 position, and 100% allocation to AVAH.
CEOWilliam Gerard Shaheen
- Portfolio Value
- $406.6M
- Positions
- 1
- Top Holding
- AVAH at 100%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in J.H. Whitney Equity Partners VII, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Care Facilities Healthcare | $406.6M | 100.00% | -$726.3K Sold | 21.94% 45.8M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in J.H. Whitney Equity Partners VII, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-0.18% |
Analytics
Portfolio insights and performance metrics for J.H. Whitney Equity Partners VII, LLC
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