WhaleRock Point Partners, LLC

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WhaleRock Point Partners, LLC Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Providence, RI, United States

Portfolio & Notable Allocations

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