WhaleRock Point Partners, LLC.

WhaleRock Point Partners, LLC, is a SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. The firm provides customized investment advice, asset allocation strategies, and portfolio recommendations to families, endowments, foundations and institutional investors.

WhaleRock Point Partners, LLC was founded in 2006 to help...

WhaleRock Point Partners, LLC was founded in 2006 to help several sophisticated high net worth families and individuals reach their investment objectives. WhaleRock started with 12 relationships and $150 million in assets under management in 2006 and has grown steadily to manage over $400 million in funds for private clients, endowments, private foundations, pension funds, and institutions....