Whitetail Rock Capital Management, LLC
● SEC registered since 2011CRD 156675SEC# 801-72219Lincoln, NE
Ranks #1,673 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.28B
Fund GAV
$83.6M
Private funds
4
Employees
3
Accounts
9
Location
Lincoln, NE
Whitetail Rock Capital Management, LLC assets under management
Whitetail Rock Capital Management, LLC is a registered investment adviser overseen by the SEC based in Lincoln, NE. The firm has been registered since 2011. It reports $3.3 billion in regulatory assets under management and employs 3 people. Whitetail Rock Capital Management, LLC manages 4 private funds with combined gross assets of $83.6 million, including Whitetail Rock Slab Fund V, LLC. By regulatory assets, it ranks 1,673 of 6,004 private fund managers.
Whitetail Rock Capital Management, LLC private funds
4 funds · $83.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Whitetail Rock Slab Fund V, LLC | Other Private | $31M | $1M |
| Whitetail Rock Slab Fund I, LLC | Other Private | $22.4M | $1M |
| Whitetail Rock Slab Fund III, LLC | Other Private | $20M | $1M |
See all 4 funds — unlock the full record.
Join to unlock · $37/moWhitetail Rock Capital Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Kimball Kaplan | Chief Compliance Officer | Under 5% | 2026 |
| Nelnet, Inc Control | Member | Over 75% | 2011 |
| Thomas Greer McCurley Control | Elected Manager / President | 5-10% | 2011 |
Frequently asked questions
How much does Whitetail Rock Capital Management, LLC manage?
Whitetail Rock Capital Management, LLC reports $3.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Whitetail Rock Capital Management, LLC manage?
Whitetail Rock Capital Management, LLC manages 4 private funds with combined gross assets of $83.6 million.
How many employees does Whitetail Rock Capital Management, LLC have?
Whitetail Rock Capital Management, LLC reports 3 employees.
Where is Whitetail Rock Capital Management, LLC located?
Whitetail Rock Capital Management, LLC is based in Lincoln, NE and has been SEC-registered since 2011.
Does Whitetail Rock Capital Management, LLC disclose fund performance?
Whitetail Rock Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 121 South 13th Street, Suite 100, Lincoln, NE 68508-1911 |
| Phone | 402-458-2243 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1541685 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.28B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
AUM vs fund managersTop 28%
Larger than 72% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$3.28Bregulatory AUM
Discretionary $3.28B