What departments does WhaleRock Point Partners LLC have?

WhaleRock Point Partners LLC has employees across 3 departments including Operations, Administrative, Analytics.

What is the largest department at WhaleRock Point Partners LLC?

The largest department at WhaleRock Point Partners LLC is Analytics with 4 employees.

Where are WhaleRock Point Partners LLC employees located globally?

WhaleRock Point Partners LLC has employees across 1 continents and 1 countries including United States Of America.

How has WhaleRock Point Partners LLC's team size changed over time?

WhaleRock Point Partners LLC's team has decreased from approximately 9 to 8 employees based on available data.

WhaleRock Point Partners LLC Employee Directory

Financial ServicesRhode Island, United States2-10 Employees

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.

Founded on fiduciary principles, WhaleRock lends predictability to clients' financial lives through a rules-based investment process, delivered with attentive service. With a policy tailored to each client, our ultimate goal is to achieve wealth preservation and accumulation over generations.

Our team of investment professionals has an average of 26 years experience providing financial advice and counsel through both bull and bear markets.  Since 2006, we have been helping high net worth families achieve their wealth management goals, and we currently manage and consult on over $600 million in assets.

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

WhaleRock Point Partners LLC Global Highlights

North America
18

United States Of America
18

WhaleRock Point Partners LLC's Leadership

B. P. D.
Managing Partner
Mobile Phone
Email
T. C. R.
Partner/President/Coo
Mobile Phone
Email
C. C.
Partner
Mobile Phone
Email
L. F.
Office Manager
Mobile Phone
Email
R. D.
Senior Portfolio Administrator
Mobile Phone
Email
P. B.
Business Development And Marketing Analyst, Alternative Assets
Mobile Phone
Email
J. R.
Retirement Plan Specialist
Mobile Phone
Email
L. S.
Client Service Analyst
Mobile Phone
Email

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

S. R.
Client Experience Analyst
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is WhaleRock Point Partners LLC known for?

WhaleRock 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?

WhaleRock 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?

WhaleRock Point Partners LLC has approximately 7 employees as of April 2026. These team members are located across 1 continents, including North America.

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

As of April 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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