WhaleRock Point Partners

Whale Rock Point Partners

Financial Services, 1 Turks Head Pl, Providence, Rhode Island, 02903, United States, 1-10 Employees

wrpoint.com

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phone no Phone Number: 40********

Who is WHALEROCK POINT PARTNERS

WhaleRock Point Partners, LLC, is a SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. The firm provides customiz...

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  • 1 Turks Head Pl, Providence, Rhode Island, 02903, United States Headquarters: 1 Turks Head Pl, Providence, Rhode Island, 02903, United States
  • 2006 Date Founded: 2006
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from WHALEROCK POINT PARTNERS

WhaleRock Point Partners Org Chart and Mapping

Employees

Tyson Reed

Partner/President/Coo

Bryan Berard

Director Sports and Entertainment Practice

John Genco

Portfolio Strategist

Leslie Sawyer

Client Service Analyst

Jacalyn Reed

Retirement Plan Specialist

Peter Boss

Business Development and Marketing Analyst, Alternative Assets

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Frequently Asked Questions Regarding WhaleRock Point Partners

Answer: WhaleRock Point Partners's headquarters are located at 1 Turks Head Pl, Providence, Rhode Island, 02903, United States

Answer: WhaleRock Point Partners's phone number is 40********

Answer: WhaleRock Point Partners's official website is https://wrpoint.com

Answer: WhaleRock Point Partners's revenue is $5 Million to $10 Million

Answer: WhaleRock Point Partners's SIC: 6282

Answer: WhaleRock Point Partners's NAICS: 523930

Answer: WhaleRock Point Partners has 1-10 employees

Answer: WhaleRock Point Partners is in Financial Services

Answer: WhaleRock Point Partners top competitors include: Altimeter , Atreides Management, LP , DFJ Growth

Answer: WhaleRock Point Partners contact info: Phone number: 40******** Website: https://wrpoint.com

Answer: WhaleRock Point Partners, LLC, is a SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. The firm provides customized investment advice, asset allocation strategies, and portfolio recommendations to families, endowments, foundations and institutional investors. Founded on fiduciary principles, WhaleRock lends predictability to clients' financial lives through a rules-based investment process, delivered with attentive service. With a policy tailored to each client, our ultimate goal is to achieve wealth preservation and accumulation over generations. Our team of investment professionals has an average of 26 years experience providing financial advice and counsel through both bull and bear markets. Since 2006, we have been helping high net worth families achieve their wealth management goals, and we currently manage and consult on over $600 million in assets.

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