Whitetail Rock Capital Management, LLC
Firm details
- Headquarters
- Lincoln, Nebraska
- CRD number
- 156675
- Registered since
- March 28, 2011
- Custodians
- UNION BANK & TRUST
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Banking / Thrift Institutions70.44%
- HNWI27.01%
- Pooled Investment Vehicles2.55%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Whitetail Rock Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2011. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Compensation is a mix of AUM-based fees and performance fees. Whitetail Rock does not classify itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
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
Asset composition
- Other80%
- Exchange Traded Equities20%
Contacts
2 of 2Thomas Mccurley
PresidentCRD 4534766
Matthew Brinkman
Executive DirectorCRD 2849126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lincoln, NE
Lancaster
Location
Lincoln, NE
Headquartered in Lincoln, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.
- Metro area
- Lincoln-Beatrice, NE
- Region
- Midwest
- County
- Lancaster
- Address
- 121 S 13th St
- Time zone
- CT (UTC-6)
- Office locations
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