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Dashboard

Whitfield Partners
Total AUM
$6,182,700
Active Clients
6 / 10
Analyses (30d)
12
At-Risk Clients
2
Conversation Signals 6 urgent 7 this week
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David Park — Lauren Halsey museum momentum
Urgent
Elena Vasquez — Jennifer Packer secondary market entry
Urgent
Thomas Whitfield III — Onboarding activation
Urgent
Priya Sharma — Portfolio risk concentration
Urgent
Priya Sharma — Anna Weyant secondary market cooling
Urgent
Recent Activity
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Client inactive for 48 days intervene
Thomas Whitfield III · 2026-04-16T05:00:00.064577+00:00
Consider a check-in to re-engage this client
Client inactive for 30 days intervene
Priya Sharma · 2026-04-15T05:00:00.084713+00:00
Consider a check-in to re-engage this client
Client inactive for 65 days intervene
Sandra Kim · 2026-04-13T05:00:00.066024+00:00
Consider a check-in to re-engage this client
Client inactive for 40 days intervene
Thomas Whitfield III · 2026-04-08T05:58:44.938558+00:00
Consider a check-in to re-engage this client
Client inactive for 57 days intervene
Sandra Kim · 2026-04-05T05:00:00.082527+00:00
Consider a check-in to re-engage this client
Q1 2026 Collection Review ready download
Michael Chen · 2026-04-04T00:39:30.654075+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 · 2026-04-04T00:39:12.096019+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 · 2026-04-04T00:38:53.962418+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 · 2026-04-04T00:38:34.679500+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 · 2026-04-04T00:38:06.713347+00:00
Quarterly collection review for Q1 2026 has been generated.
Download the Q1 2026 quarterly review
Most Researched Artists
  1. 1. Agnes Martin 1
  2. 2. Alice Neel 1
  3. 3. Alma Thomas 1
  4. 4. Amy Sherald 1
  5. 5. Anna Weyant 1
  6. 6. Anne Truitt 1
  7. 7. Avery Singer 1
  8. 8. Brice Marden 1
Invitation Funnel
sent 11
registered 10
onboarded 7
active 0
Client Overview
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D
David Park
Last active: Mar 31
HIGH
ENGAGE
8 works $472,000
Tschabalala Self Lauren Halsey Arcmanoro Niles
Contemporary artists of color exploring identity, community, and the politics of...
M
Margaret Aldrich
Last active: Apr 01
HIGH
ENGAGE
15 works $2,265,000
Ellsworth Kelly Agnes Martin Sam Francis
Post-war American abstraction with museum-quality provenance, anchored by color ...
E
Elena Vasquez
Last active: Mar 31
MED
ENGAGE
6 works $221,000
Issy Wood Jennifer Packer Cecily Brown
Figurative painting by women reshaping the contemporary canon, with focus on psy...
R
Robert Tanaka
Last active: Mar 30
LOW
ENGAGE
12 works $836,500
Alex Katz David Hockney Wayne Thiebaud
Representational painting by established American and British artists with endur...
W
William Foster
Last active: Mar 30
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...
C
Claudia Reyes
Last active: Mar 30
LOW
ENGAGE
7 works $364,000
Tomma Abts Njideka Akunyili Crosby Mark Bradford
Large-scale abstract painting with architectural sensibility — artists whose wor...