# Whale Shark Financial LLC

Whale Shark Financial LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/whale-shark-financial

## Regulatory record

- **CRD number:** 289002
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289002

## About

WHALE SHARK FINANCIAL LLC is a state-registered investment adviser with approximately $7 million in regulatory assets under management. The firm manages assets on behalf of clients. It is subject to SEC oversight.

## Questions

### Who runs investment decisions at Whale Shark Financial LLC?

No named principals or investment professionals are publicly associated with Whale Shark Financial LLC according to available public records. The firm does not list a website, LinkedIn profile, or SEC filings that identify decision-makers.

### What sectors does Whale Shark Financial LLC typically invest in?

Sector preferences have not been publicly identified. Without disclosed portfolio holdings or strategy documents, it is not possible to confirm whether the firm favors venture, private equity, real assets, public markets, or any specific industry.

### Does Whale Shark Financial LLC participate in fund commitments or only direct deals?

Public records do not indicate any fund commitments, direct deals, co-investments, or special-purpose vehicles. No known SEC Form D, press release, or news article mentions the firm as an investor in any fund or transaction.

### Where is Whale Shark Financial LLC headquartered?

The firm is domiciled in the United States, according to state business registration records. No specific city, state, or street address is publicly associated with its operations.

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Last updated: 2026-07-06T01:24:28.778Z

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