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WhaleRock Point Partners LLC Employee Directory

Financial ServicesRhode Island, United States2-10 Employees

WhaleRock Point Partners, LLC is a SEC-registered advisor based in Providence, Rhode Island, with clients across the United States. The firm provides customized advisory services, asset allocation strategies, and portfolio recommendations to families, endowments, foundations, and institutional investors. Founded on fiduciary principles and guided by a rules-based process, it tailors its approach to each client to support wealth preservation and long-term growth.

The advisory team brings decades of experience in providing guidance through different market cycles. Since 2006, the firm has operated from Providence to serve clients nationwide, emphasizing attentive service and fiduciary governance.

Find WhaleRock Point Partners LLC employees' phone numbers or email addresses

WhaleRock Point Partners LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Europe
1

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  • Norway
    1

WhaleRock Point Partners LLC's Leadership

  • Stylized image of a person
    S. R.
    Client Experience Analyst
    Mobile Phone

WhaleRock Point Partners LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from WhaleRock Point Partners LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. R.
    Client Experience Analyst
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is WhaleRock Point Partners LLC known for?

Minus sign iconPlus sign iconWhaleRock Point Partners LLC was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-401-228-****
. Explore WhaleRock Point Partners LLC's company overview page for more information.

What is WhaleRock Point Partners LLC's most common email format?

Minus sign iconPlus sign iconWhaleRock Point Partners LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WhaleRock Point Partners LLC email formats with LeadIQ.

How many employees does WhaleRock Point Partners LLC have currently?

Minus sign iconPlus sign iconWhaleRock Point Partners LLC has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are WhaleRock Point Partners LLC's key employees and leadership?

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As of July 2026, WhaleRock Point Partners LLC's key employees include:

  • Client Experience Analyst: S. R.

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