# Whalen Capital

Whalen Capital is a Single Family Office based in United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 130016
- **SEC file number:** 801-129615
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130016

## About

WHALEN CAPITAL, INC. is an SEC-registered investment adviser in Wausau, WI, registered since 2024. The firm manages approximately $75 million in regulatory assets. It has 4 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Whalen Capital?

No investment decision-maker has been publicly identified in connection with Whalen Capital. The entity does not appear in professional profiles, regulatory filings, or the bylines of any disclosed transaction, making it impossible to attribute investment authority to a named individual from public sources.

### Does Whalen Capital participate in fund commitments or only direct deals?

Neither fund commitments nor direct deals have been publicly attributed to Whalen Capital. No LP disclosures, regulatory filings, or co-investor press releases name the firm, leaving its allocation approach entirely unobservable to outside analysts.

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

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