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WHALEROCK POINT PARTNERS, LLC
CRD 140781 · SEC 801-66848
319 CLEMATIS STREET, SUITE 610, WEST PALM BEACH, FL, 33401, United States
Phone
401-228-7799
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.04B
Discretionary AUM
$1.04B
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING SERVICE TO DENTAL INSURANCE COMPANY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $24.0M |
| High net worth individuals | 75 | $628.5M |
| Charitable organizations | 1 | $5.5M |
| Corporations/business entities | 4 | $380.2M |
States served
CA, MA, NY, RI, FL
All web addresses on file
Official SEC filing: View on IAPD