White Rock Oil & Gas Holdings, LLC

White Rock Oil & Gas Holdings, LLC is a private investment management firm established in 2012, specializing in providing investment management services to affiliated private pooled investment vehicles focused on oil, gas, and mineral properties. The firm exercises discretionary power over investment decisions, including acquisition, management, and liquidation of investments. White Rock does not act as a general partner to any of the Funds but has affiliates serving in that capacity. The firm manages a total of $209,070,049 in discretionary assets as of December 31, 2024. For clients, White Rock has specific account minimums, with White Rock Oil & Gas Partners I and I-B requiring a minimum capital of $5 million, while White Rock Oil & Gas Partners II has a $5 million minimum and White Rock Oil & Gas Partners II-B requires $1 million. The firm charges a management fee of 1.5% of the limited partner's Invested Capital Balance quarterly. Additionally, clients may incur various expenses beyond the management fee, as detailed in the Fund's governing documents. White Rock's investment strategies focus on acquiring diverse portfolios of oil, gas, and mineral properties in the U.S., with a risk of loss disclaimer emphasizing the volatile nature of the industry. The firm and its affiliates have no disciplinary actions, and they do not receive economic benefits from third parties for providing investment advice. White Rock does not maintain physical custody of assets but has custody through related parties. The firm exercises discretionary authority over trading decisions and has limited power of attorney for specific actions.