Whalerock Point Partners, LLC

WhaleRock Point Partners, LLC is a Registered Investment Adviser established in May 2006, managing approximately $757,392,455 in client assets as of December 31, 2024. The firm offers tailored investment management services with a focus on maximizing after-tax investment results for clients. Clients compensate WhaleRock through fees based on a clearly written fee schedule. The firm primarily manages accounts on a discretionary basis, granting full authority to determine securities bought and sold. WhaleRock's investment philosophy involves a top-down analysis of macroeconomic factors to identify investment themes, complemented by fundamental and technical analysis for security selection. The firm emphasizes broad diversification, systematic risk management, and internal management. WhaleRock acts as a fiduciary for retirement plan accounts, abiding by ERISA regulations to act in clients' best interests. The firm charges fees based on a percentage of assets under management, with most clients paying an annual rate of up to approximately 1.1%. WhaleRock does not charge performance-based fees and provides investment advisory services to various client types, including individuals, trusts, and pension plans. The firm uses soft dollars to offset costs of investment services and employs third-party and proprietary tools for account monitoring and rebalancing. Clients receive regular account reviews and voting rights on securities held in their accounts. WhaleRock does not require advance payments and has not been subject to a bankruptcy petition.