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| Whalerock Point Partners LLC
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|---|---|
| CRD # | 140781 |
| SEC # | 801-66848 |
| CIK # | 0001389709 |
| AUM | 1,038.3 M (2026-01-16) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 401-228-7799 |
| Address | 319 Clematis Street West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001389709 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Facebook Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Thermo Fisher Scientific Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Lockheed Martin Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 24.0 |
| (b) Individuals (high net worth individuals) | 75 | 628.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 380.2 |
| (n) Other | 0 | 0.0 |
| Total | 345 | 1,038.3 |
| By Discretionary | ||
| Discretionary | 345 | 1,038.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 345 | 1,038.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,038.3 | |
| United States Persons | 0.0 | |
| Total | 345 | 1,038.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001389709] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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