# Whelan Capital LLC: portfolio, investments and team

> Whelan Capital LLC is a private equity based in United States. 2 investments on record, latest Oct 2009. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/whelan-capital-llc (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Whelan Capital LLC

Last cheque observed Oct 2009. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Quiet Private equity

Buyout Logistics Commodities Warehousing

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 2 on record

Since the last cheque **6234** days **00** hrs **00** min **00** sec

Median round **$4.3M** Rounds led **0 of 2** Exits **1 from the portfolio**

Pitch Whelan Capital LLC

## Whelan Capital LLC highlights

- 01 2 rounds on record
- 02 Mostly Series B and Venture: 100% of its rounds
- 03 1 exits from the portfolio

## What they do

> Whelan Capital is a family-owned private equity enterprise with portfolio holdings that incorporate a 50-year legacy of successful value-creation in operating global customs brokerage, import/export logistics, LME, FTZ and other warehousing services, commodity trading, special hospitality, and entertainment ventures. From their own website

- **Type:** Private equity
- **Cheque size:** Not stated
- **Stages:** Buyout
- **Sectors:** Logistics Commodities Warehousing
- **Based in:** Canton, United States
- **Cold pitches:** Not accepted

## The record

Every round we can evidence, newest first **2 appearances**

- **2009** 1 round
- **Oct** **[Overtone](https://millionrounds.com/company/overtone)** Venture · US · deals.venturebeat.com **$2.5M** With 2 others
- **2008** 1 round
- **Jul** **[Overtone](https://millionrounds.com/company/overtone)** Series B · US · venturebeat.com **$6.0M** With 2 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## Exits from the portfolio

Companies it backed that were later bought or listed **1 in all**

**[Overtone](https://millionrounds.com/company/overtone)** Bought by KANA Software **Undisclosed** Apr 2011

An exit counts when it came after the firm's first round in the company. From historical deal records.

## The cheque

Buyout

Median round joined **$4.3M** the round, not its cheque

Led 0 of 2 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Oct 2009
- **Exits:** 1 from the portfolio

Rounds by stage said on their site

- Series B *1*
- Venture *1*
- Buyout said *-*

Cheques by year Led Joined

2008 2009

Often in the room with

- [ABS Ventures](https://millionrounds.com/fund/abs-ventures) 2
- [Dolphin Equity Partners](https://millionrounds.com/fund/dolphin-equity-partners) 2

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## Who they invest alongside

The investors most often in the same rounds as Whelan Capital LLC. A count of rooms they were both in, not a relationship either has claimed.

[**ABS Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/abs-ventures)[**Dolphin Equity Partners** VC firm **2** rounds together](https://millionrounds.com/fund/dolphin-equity-partners)

## Quick answers about Whelan Capital LLC

### What does Whelan Capital LLC invest in?

Whelan Capital LLC invests most often at Series B and Venture (100% of the rounds on record), in sectors such as Logistics, Commodities and Warehousing.

### How active is Whelan Capital LLC?

2 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2009.

### How big are Whelan Capital LLC's cheques?

The median round it joins is $4.3M.

### Is Whelan Capital LLC investing now?

No investments in the last 12 months; the latest was in Oct 2009.

### Who does Whelan Capital LLC invest alongside?

Most often ABS Ventures (2 rounds together) and Dolphin Equity Partners (2 rounds together).

### What kind of investor is Whelan Capital LLC?

Whelan Capital LLC is a private equity firm based in Canton, United States.

### Where does this information on Whelan Capital LLC come from?

From 2 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night.

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