White Rock Oil & Gas Holdings, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 165255
- Registered since
- June 8, 2016
- Website
- www.whiterockoilandgas.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
White Rock Oil & Gas Holdings, LLC is an SEC‑registered limited liability company that operates as an institutional registered investment adviser focused on pooled investment vehicles. The adviser, formed and registered in 2016, serves an institutional client base and carries out portfolio management for closed‑end or pooled structures rather than providing one‑off wealth management or retail advisory services. The firm functions as more than a subadvisor: it acts as an adviser, sponsor and general partner or managing member of pooled vehicles. Its fee model combines a percentage‑of‑assets component with performance‑based fees, consistent with managers that run private funds. White Rock is not positioned as a capital allocator to external managers and does not identify as an active ESG investor; it is not listed as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Robert Matejek
FounderCRD 5114863

Charles Bray
Managing PartnerCRD 6110737

Gayle Mccrory
Managing PartnerCRD 6110908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5810 Tennyson Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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