Whalerock Point Partners, LLC
● SEC registered since 2006CRD 140781SEC# 801-66848West Palm Beach, FL
Reg. AUM
$1.04B
Employees
6
Accounts
345
Location
West Palm Beach, FL
Whalerock Point Partners, LLC assets under management
Whalerock Point Partners, LLC is an investment advisory firm registered with the SEC based in West Palm Beach, FL. The firm has been registered since 2006. It reports $1 billion in regulatory assets under management and employs 6 people.
Whalerock Point Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Page Dorman Control | Ceo & Managing Partner | 50-75% | 2006 |
| Jacalyn Rogers Reed | Chief Compliance Officer | Under 5% | 2024 |
| Tyson Carter Reed Control | Partner/Chief Operating Officer | 25-50% | 2014 |
Frequently asked questions
How much does Whalerock Point Partners, LLC manage?
Whalerock Point Partners, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Whalerock Point Partners, LLC have?
Whalerock Point Partners, LLC reports 6 employees.
Where is Whalerock Point Partners, LLC located?
Whalerock Point Partners, LLC is based in West Palm Beach, FL and has been SEC-registered since 2006.
Does Whalerock Point Partners, LLC disclose fund performance?
Whalerock Point Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 319 Clematis Street, Suite 610, West Palm Beach, FL 33401 |
| Phone | 401-228-7799 |
| Office hours | 8:30 a.m.- 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.04B▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.04Bregulatory AUM
Discretionary $1.04B