Whalerock Capital Partners, LLC is a large advisory firm based in Providence. It manages $332.12 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, Florida, and Rhode Island.
Whalerock Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Whalerock Capital Partners, LLC is $332.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Whalerock Capital Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Whalerock Capital Partners, LLC performs its advisory services is located at One Turks Head Place, Providence, RI 02903 2205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 401-228-7799 or by fax 401-228-7648. The normal business hours are 8:30 am- 5:00 pm on Monday - Friday.