White Rock Oil & Gas Holdings, LLC

RIASEC RegisteredEst. 2016
Total AUM
$205M
Discretionary
$205M
100% of AUM
Avg account
$51.3M
Accounts
4
Employees
10
Advisory reps
4

Firm details

Headquarters
Plano, Texas
CRD number
165255
Registered since
June 8, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Robert Matejek

    FounderCRD 5114863

  • Charles Bray

    Charles Bray

    Managing PartnerCRD 6110737

  • Gayle Mccrory

    Gayle Mccrory

    Managing PartnerCRD 6110908

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth