# WhaleRock Point Partners

WhaleRock Point Partners is a Multi Family Office based in West Palm Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** West Palm Beach, United States
- **Region:** North America
- **Address:** Providence, RI, United States
- **Founded:** 2006
- **Assets under management:** 1.0B (Altss estimate)
- **Website:** wrpoint.com
- **LinkedIn:** https://www.linkedin.com/company/whalerock-point-partners-llc/

## Regulatory record

- **CRD number:** 140781
- **SEC file number:** 801-66848
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-16T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140781

## About

WhaleRock Point Partners was established in 2006 by Bradley P. Dorman to serve several high-net-worth families based in Rhode Island. Dorman previously served as Senior Vice President at Bank of America Private Advisory Services. The firm expanded its client base to include endowments, foundations, and other institutions while retaining its focus on personalized Investment Policy Statements. The firm allocates across equities, fixed income, and alternatives through a fund-of-funds approach and direct holdings. It maintains exposure to AI/ML and semiconductor sectors. Geographic reach remains concentrated in North America. Confirmed holdings include Sprott Physical Gold Trust and iShares Silver Trust. The team includes eight professionals across the Newport, Rhode Island headquarters and the West Palm Beach, Florida office. Tyson C. Reed serves as Partner and COO after prior roles at J.P. Morgan and U.S. Trust. Adjacent vehicles are limited to philanthropic relationships such as the Providence Preservation Society and Justice Assistance.

## Sectors

- AI/ML
- Semiconductors

## Offices

- West Palm Beach, FL, United States

## People

- Bradley P. Dorman, Esq. — Managing Partner and CEO
- Tyson C. Reed, Sr. — Partner and COO

## Questions

### Who runs investment decisions at WhaleRock Point Partners?

Bradley P. Dorman serves as Managing Partner and CEO with direct responsibility for investment strategy. Tyson C. Reed supports operations and business development as Partner and COO.

### Does WhaleRock Point Partners participate in fund commitments or only direct deals?

The firm uses a fund-of-funds structure alongside selected direct holdings such as physical gold and silver trusts.

### What investment stages does WhaleRock Point Partners typically target?

The firm focuses on liquid and semi-liquid strategies suitable for wealth preservation and generational transfer rather than early-stage venture.

## Related profiles

- [Monte Azul Multi Family Office](https://altss.com/profile/monte-azul-multi-family-office)
- [Estabrook Capital Management](https://altss.com/profile/estabrook-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/whalerock-point-partners-llc

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