WHALEROCK POINT PARTNERS, LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 140781
- Registered since
- June 12, 2006
- Website
- www.wrpoint.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, BANK OF AMERICA
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.53%
- Corporations / Businesses36.62%
- Individuals2.31%
- Charitable Organizations0.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Whalerock Point Partners, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2006 that serves both individual/family and institutional clients. The firm describes itself as a capital allocator and provides discretionary portfolio management for individuals, small businesses, and institutional entities, along with pension consulting services. Its fees combine a percentage-of-assets model with fixed-fee engagements. Public filings indicate a clear preference for equities as the primary investment sleeve. The firm is not flagged as an active ESG investor. Its operating structure is owner-led and it functions as a boutique allocator rather than a multi-national wirehouse or affiliated advisory network.
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
Asset composition
- Exchange Traded Equities60%
- US Government Bonds25%
- State & Local Bonds6%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1BRADLEY DORMAN
Managing Partner and Chief Investment OfficerCRD 3045195
Contacts
3 of 4TYSON REED
PartnerCRD 4512839
JACALYN REED
Retirement Plan SpecialistCRD 6206482
JOHN GENCO
Portfolio StrategistCRD 5947421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$61.4M in ETFs
99%
$60.8M
0%
$614K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $11.1M | 16,981 | 18.07% |
Location
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 319 Clematis St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PALM BEACH CAPITAL MANAGEMENT III, LLC
RIAWEST PALM BEACH, FL
COMVEST CREDIT MANAGERS, LLC
RIAWEST PALM BEACH, FL
HARBOR ADVISORS
RIAWEST PALM BEACH, FL
AUA PRIVATE EQUITY PARTNERS, LLC
RIAWEST PALM BEACH, FL
IBEX WEALTH ADVISORS, LLC
RIAWEST PALM BEACH, FL
RIZVI TRAVERSE MANAGEMENT, LLC
RIAWEST PALM BEACH, FL