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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
18

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  • United States Of America
    18

WhaleRock Point Partners LLC's Leadership

  • Stylized image of a person
    B. P. D.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C. R.
    Partner/President/Coo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. F.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D.
    Senior Portfolio Administrator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. B.
    Business Development And Marketing Analyst, Alternative Assets
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Retirement Plan Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Client Service Analyst
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    S. R.
    Client Experience Analyst
    Phone icon
    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. The company's main headquarters is located in Providence, Rhode Island 02903 United States; 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 June 2026. These team members are located across 1 continents, including North America.

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

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

  • Managing Partner: B. P. D.
  • Partner/President/Coo: T. C. R.
  • Partner: C. C.
  • Office Manager: L. F.
  • Senior Portfolio Administrator: R. D.

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