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Whitetail Rock Capital Management
Whitetail Rock Capital Management is an SEC-registered investment adviser in Lincoln, NE, established in 2011. The firm manages $3.3 billion in assets.
Overview
Whitetail Rock Capital Management is an SEC-registered investment adviser in Lincoln, NE, established in 2011. The firm manages $3.3 billion in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
Location
Region
North America
Country
United States
City
Lincoln
Corporate office
Lincoln, NE, United States
Frequently asked questions
What investment services does Whitetail Rock provide?
Based on its regulatory filings, Whitetail Rock offers discretionary portfolio management services. This means the firm has trading authority within client accounts under agreed-upon investment guidelines. It also provides financial planning and advisory services to high-net-worth individuals. Its approach is rooted in public-market securities rather than sourcing private company direct investments.
What distinguishes Whitetail Rock from larger national wealth managers?
Whitetail Rock's local presence in Lincoln, Nebraska, offers clients direct access to portfolio managers without the intermediary layers common at wirehouse competitors. The firm's state registration alongside SEC filing obligations reflects a mid-sized advisory practice that is large enough to have federal oversight but small enough to maintain a regional focus. Its geography connects it to wealth generated in agriculture, insurance, and regional manufacturing rather than tech or finance hubs.
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