WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

Overview

Whitetail Rock Capital Management, LLC is a boutique institutional adviser that manages pooled vehicles and institutional portfolios. The firm’s mandate centers on actively managed, non-traditional asset allocations: a large share of its capital is categorized as “Other” rather than standard equities or fixed income, and it supplements those positions with mutual funds and corporate debt. Whitetail Rock charges both a percentage-of-AUM fee and performance-based fees, a structure consistent with managers that run pooled products and outcome-oriented strategies. The firm is not an active ESG investor and operates under a limited liability company structure; it has been SEC-registered since 2011.

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Investments & Alternatives

Location & Offices