Whale Rock Capital Management
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 140746
- Registered since
- June 9, 2010
- Website
- www.whalerockcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Whale Rock Capital Management is an SEC-registered hedge fund manager organized as an LLC and first registered in 2010. The firm serves institutional clients and operates as a pooled-vehicle manager: it acts as a CPO/CTA and sponsors/manages private pooled investment structures. Its compensation model combines a percentage-of-assets fee with performance-based fees. Whale Rock identifies as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Robert Finneran
Chief Financial OfficerCRD 6118474
Kendell Benz
Chief Compliance OfficerCRD 7245295
Kristy Kennedy
Chief Operating OfficerCRD 4679720
Contacts
2 of 2
Alexander Sacerdote
Owner, Portfolio ManagerCRD 2531715
James Houghtlin
General CounselCRD 4201380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 2 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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