Whalerock Point Partners, LLC
SEC RegisteredAbout the firm
WhaleRock is an investment advisory firm that has continued to grow over the last decade, helping advise, protect and invest the assets of families, endowments, foundations and institutional investors. The firm provides customized investment advice and asset allocation modeling, implementing both strategic and tactical positioning within client portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment advice, asset allocation modeling, strategic and tactical portfolio positioning, tailored portfolios adhering to a personalized Investment Policy Statement, and growth and wealth preservation strategies.
Who they serve
Families, endowments, foundations and institutional investors.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.10% |
| Next $2,000,000 | 0.90% |
| Next $2,000,000 | 0.75% |
| Above $5,000,000 | 0.60% |
Data as of January 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Whalerock Point Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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