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 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

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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
  • GAYLE MCCRORY

    Managing PartnerCRD 6110908

  • CHARLES BRAY

    Managing PartnerCRD 6110737

  • ROBERT MATEJEK

    FounderCRD 5114863

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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