Whalerock Point Partners is an investment advisor in Providence with $668.94 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Whalerock Capital Partners, LLC
SEC CIK
IRS number
204837195
SEC advisor number
801-66848
FINRA CRD number
140781
AUM ?
$668.94 mm
(as of 22 Aug 22)
Accounts
247
(as of 22 Aug 22)
Employees
8
(5 investment advisory or research)
Address
Whalerock Point Partners
ONE TURKS HEAD PLACE
SUITE 1400
PROVIDENCE
RI 02903
ONE TURKS HEAD PLACE
SUITE 1400
PROVIDENCE
RI 02903
Phone
401-228-7799
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
13 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20