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 investment adviser organized as a limited liability company and registered in 2016. The firm serves institutional clients and focuses its advisory activity on portfolio management for pooled investment vehicles. Its ownership structure is listed as a mix of a domestic entity and an individual, and it is not classified under a specific adviser category in the available records. Compensation is charged as a percentage of assets under management and can include performance-based fees, consistent with its role managing pooled vehicles. The adviser does not identify as an active ESG investor, is not multi-state registered for advisory activities, and is not described as a capital allocator. Industry affiliations indicate the firm operates in capacities beyond adviser-only roles, including acting as sponsor, general partner, and managing member for pooled investment vehicles.
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 4GAYLE MCCRORY
Managing PartnerCRD 6110908
CHARLES BRAY
Managing PartnerCRD 6110737
ROBERT MATEJEK
FounderCRD 5114863
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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