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Loading Whitfield Partners — 10 clients, conversation starters, activity feed...

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Dashboard

Whitfield Partners
Total AUM
$6,182,700
Active Clients
7 / 10
Analyses (30d)
15
At-Risk Clients
3
Conversation Signals 5 urgent 11 this week
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Thomas Whitfield III — Onboarding activation
Urgent
David Park — Henry Taylor institutional moment at Hauser & Wirth
Urgent
Priya Sharma — Portfolio risk concentration
Urgent
Priya Sharma — Anna Weyant secondary market cooling
Urgent
Elena Vasquez — Jennifer Packer opportunity is time-sensitive
Urgent
Recent Activity
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Client inactive for 55 days intervene
Sandra Kim · 2026-07-18T05:00:00.202482+00:00
Consider a check-in to re-engage this client
Client inactive for 35 days intervene
Thomas Whitfield III · 2026-07-15T05:00:00.116941+00:00
Consider a check-in to re-engage this client
Q1 2026 Collection Review ready download
Michael Chen · 2026-05-11T00:39:30.654075+00:00
Quarterly collection review for Q1 2026 has been generated.
Download the Q1 2026 quarterly review
Q1 2026 Collection Review ready download
Sandra Kim · 2026-05-11T00:39:12.096019+00:00
Quarterly collection review for Q1 2026 has been generated.
Download the Q1 2026 quarterly review
Q1 2026 Collection Review ready download
Thomas Whitfield III · 2026-05-11T00:38:53.962418+00:00
Quarterly collection review for Q1 2026 has been generated.
Download the Q1 2026 quarterly review
Q1 2026 Collection Review ready download
Claudia Reyes · 2026-05-11T00:38:34.679500+00:00
Quarterly collection review for Q1 2026 has been generated.
Download the Q1 2026 quarterly review
Q1 2026 Collection Review ready download
William Foster · 2026-05-11T00:38:06.713347+00:00
Quarterly collection review for Q1 2026 has been generated.
Download the Q1 2026 quarterly review
Q1 2026 Collection Review ready download
Priya Sharma · 2026-05-11T00:37:35.568264+00:00
Quarterly collection review for Q1 2026 has been generated.
Download the Q1 2026 quarterly review
Q1 2026 Collection Review ready download
Robert Tanaka · 2026-05-11T00:36:52.179243+00:00
Quarterly collection review for Q1 2026 has been generated.
Download the Q1 2026 quarterly review
Q1 2026 Collection Review ready download
Elena Vasquez · 2026-05-11T00:36:20.178054+00:00
Quarterly collection review for Q1 2026 has been generated.
Download the Q1 2026 quarterly review
Most Researched Artists
  1. 1. Julie Mehretu 11
  2. 2. Cecily Brown 10
  3. 3. Rashid Johnson 10
  4. 4. Wolfgang Tillmans 10
  5. 5. Christina Quarles 10
  6. 6. Mark Bradford 10
  7. 7. Avery Singer 1
  8. 8. Anne Truitt 1
Collection Tiers
Invitation Funnel
sent 11
registered 10
onboarded 7
active 0
Client Overview
View all
M
Margaret Aldrich
Last active: Aug 29
HIGH
ENGAGE
15 works $2,265,000
Ellsworth Kelly Agnes Martin Sam Francis
Post-war American abstraction with museum-quality provenance, anchored by color ...
D
David Park
Last active: Jul 18
HIGH
ENGAGE
8 works $472,000
Tschabalala Self Lauren Halsey Arcmanoro Niles
Contemporary artists of color exploring identity, community, and the politics of...
E
Elena Vasquez
Last active: Jul 18
HIGH
ENGAGE
6 works $221,000
Jennifer Packer Issy Wood Cecily Brown
Figurative painting by women reshaping the contemporary canon, with focus on psy...
R
Robert Tanaka
Last active: Jul 17
MED
ENGAGE
12 works $836,500
Alex Katz David Hockney Wayne Thiebaud
Representational painting by established American and British artists with endur...
C
Claudia Reyes
Last active: Jul 17
MED
ENGAGE
7 works $364,000
Tomma Abts Sarah Sze Mark Bradford
Large-scale abstract painting with architectural sensibility — artists whose wor...
W
William Foster
Last active: Jul 17
LOW
ENGAGE
18 works $1,828,000
Ed Ruscha Gerhard Richter Jasper Johns
Post-war masters as wealth preservation — blue-chip holdings across Abstract Exp...