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Whalerock Point Partners, LLC

● SEC registered since 2006CRD 140781SEC# 801-66848Providence, RI
Export (members)
Reg. AUM
$757.4M
Employees
7
Accounts
319
Location
Providence, RI

Whalerock Point Partners, LLC assets under management

Whalerock Point Partners, LLC is an investment advisory firm registered with the SEC based in Providence, RI. The firm has been registered since 2006. It reports $757.4 million in regulatory assets under management and employs 7 people.
www.wrpoint.comView on SEC.gov ↗

Whalerock Point Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bradley Page Dorman ControlCeo & Managing Partner50-75%2006
Jacalyn Rogers ReedChief Compliance OfficerUnder 5%2024
Tyson Carter Reed ControlPartner/Chief Operating Officer25-50%2014

Frequently asked questions

How much does Whalerock Point Partners, LLC manage?

Whalerock Point Partners, LLC reports $757.4 million in regulatory assets under management on its Form ADV.

How many employees does Whalerock Point Partners, LLC have?

Whalerock Point Partners, LLC reports 7 employees.

Where is Whalerock Point Partners, LLC located?

Whalerock Point Partners, LLC is based in Providence, RI and has been SEC-registered since 2006.

Does Whalerock Point Partners, LLC disclose fund performance?

Whalerock Point Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Turks Head Place, Suite 1400, Providence, RI 02903-2205
Phone401-228-7799
Office hours8:30 a.m.- 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$757.4M
Non-discretionary$0
Total (RAUM)$757.4M