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WhaleRock Point Partners, LLC Overview
Type
Multi Family Office
Year Founded
2006
General Information
WhaleRock Point Partners, LLC is a multi-family office headquartered in Providence. Founded in 2006 to steward the assets of several high-net-worth Rhode Island families, the firm provides investment advisory, asset allocation, and wealth planning services to additional families, endowments, foundations, and institutions across the United States through an experienced team that previously collaborated at Fleet Investment Advisors—delivers disciplined, rules-based portfolio management.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Providence, RI, United States
Portfolio & Notable Allocations
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