WHALEROCK POINT PARTNERS, LLC
CRD #140781 SEC #801-66848 PROVIDENCE, RI 401-228-7799
SEC Registered
Total AUM
$757.4M
Discretionary
$757.4M
Employees
7
Clients
0
Accounts
319
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $757.4M | $757.4M | $0 | 7 | 0 |
| May 2024 | $624.8M | $624.8M | $0 | 8 | 0 |
| Mar 2024 | $624.8M | $624.8M | $0 | 8 | 0 |
| Nov 2023 | $601.9M | $601.9M | $0 | 8 | 0 |
| Mar 2023 | $654.5M | $573.7M | $80.9M | 8 | 0 |
| Aug 2022 | $668.9M | $589.5M | $79.5M | 8 | 0 |
| Mar 2022 | $668.9M | $589.5M | $79.5M | 8 | 0 |
| Jan 2022 | $569M | $349.1M | $219.9M | 8 | 0 |
| Dec 2021 | $569M | $349.1M | $219.9M | 8 | 0 |
| Mar 2021 | $569M | $349.1M | $219.9M | 8 | 0 |
| Jun 2020 | $348.4M | $323.7M | $24.7M | 10 | 1 |
| Mar 2020 | $348.4M | $323.7M | $24.7M | 10 | 1 |
| Feb 2020 | $398.2M | $249.9M | $148.3M | 10 | 0 |
| Jun 2019 | $398.2M | $249.9M | $148.3M | 11 | 0 |
| Mar 2019 | $398.2M | $249.9M | $148.3M | 11 | 0 |
| Jan 2019 | $695.5M | $551.4M | $144.1M | 11 | 1 |
| Jan 2019 | $695.5M | $551.4M | $144.1M | 11 | 1 |
| Oct 2018 | $695.5M | $551.4M | $144.1M | 12 | 1 |
| Aug 2018 | $695.5M | $551.4M | $144.1M | 11 | 1 |
| Aug 2018 | $695.5M | $551.4M | $144.1M | 11 | 1 |
| Aug 2018 | $695.5M | $551.4M | $144.1M | 12 | 1 |
| Jul 2018 | $695.5M | $551.4M | $144.1M | 11 | 1 |
| Mar 2018 | $695.5M | $551.4M | $144.1M | 11 | 1 |
| Mar 2017 | $411.8M | $393M | $18.8M | 11 | 200 |
| May 2016 | $383.7M | $368.1M | $15.7M | 11 | 26 |
| Apr 2016 | $605.7M | $588.3M | $17.4M | 11 | 26 |
| Mar 2016 | $605.7M | $588.3M | $17.4M | 11 | 26 |
| Jan 2016 | $605.7M | $588.3M | $17.4M | 11 | 26 |
| Nov 2015 | $605.7M | $588.3M | $17.4M | 11 | 26 |
| Oct 2015 | $605.7M | $588.3M | $17.4M | 11 | 26 |
| Mar 2015 | $651.3M | $633.3M | $18M | 11 | 26 |
| Dec 2014 | $651.3M | $633.3M | $18M | 11 | 26 |
| Apr 2014 | $551.6M | $535.1M | $16.5M | 8 | 26 |
| Mar 2013 | $405.8M | $392.2M | $13.5M | 6 | 26 |
| Apr 2012 | $338.2M | $338.2M | $0 | 1 | 26 |
| Apr 2011 | $333M | $333M | $0 | 5 | -- |
| Mar 2008 | $386.4M | $386.4M | $0 | 5 | -- |
| Sep 2007 | $332.1M | $332.1M | $0 | 5 | -- |
| Feb 2007 | $222.8M | $222.8M | $0 | 5 | -- |
| Jan 2007 | $182.1M | $182.1M | $0 | 5 | -- |
| Nov 2006 | $182.1M | $182.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$757.4M
Discretionary$757.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$624.8M
Discretionary$624.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$624.8M
Discretionary$624.8M
Non-Disc.$0
Employees8
Clients0
DateNov 2023
Total AUM$601.9M
Discretionary$601.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$654.5M
Discretionary$573.7M
Non-Disc.$80.9M
Employees8
Clients0
DateAug 2022
Total AUM$668.9M
Discretionary$589.5M
Non-Disc.$79.5M
Employees8
Clients0
DateMar 2022
Total AUM$668.9M
Discretionary$589.5M
Non-Disc.$79.5M
Employees8
Clients0
DateJan 2022
Total AUM$569M
Discretionary$349.1M
Non-Disc.$219.9M
Employees8
Clients0
DateDec 2021
Total AUM$569M
Discretionary$349.1M
Non-Disc.$219.9M
Employees8
Clients0
DateMar 2021
Total AUM$569M
Discretionary$349.1M
Non-Disc.$219.9M
Employees8
Clients0
DateJun 2020
Total AUM$348.4M
Discretionary$323.7M
Non-Disc.$24.7M
Employees10
Clients1
DateMar 2020
Total AUM$348.4M
Discretionary$323.7M
Non-Disc.$24.7M
Employees10
Clients1
DateFeb 2020
Total AUM$398.2M
Discretionary$249.9M
Non-Disc.$148.3M
Employees10
Clients0
DateJun 2019
Total AUM$398.2M
Discretionary$249.9M
Non-Disc.$148.3M
Employees11
Clients0
DateMar 2019
Total AUM$398.2M
Discretionary$249.9M
Non-Disc.$148.3M
Employees11
Clients0
DateJan 2019
Total AUM$695.5M
Discretionary$551.4M
Non-Disc.$144.1M
Employees11
Clients1
DateJan 2019
Total AUM$695.5M
Discretionary$551.4M
Non-Disc.$144.1M
Employees11
Clients1
DateOct 2018
Total AUM$695.5M
Discretionary$551.4M
Non-Disc.$144.1M
Employees12
Clients1
DateAug 2018
Total AUM$695.5M
Discretionary$551.4M
Non-Disc.$144.1M
Employees11
Clients1
DateAug 2018
Total AUM$695.5M
Discretionary$551.4M
Non-Disc.$144.1M
Employees11
Clients1
DateAug 2018
Total AUM$695.5M
Discretionary$551.4M
Non-Disc.$144.1M
Employees12
Clients1
DateJul 2018
Total AUM$695.5M
Discretionary$551.4M
Non-Disc.$144.1M
Employees11
Clients1
DateMar 2018
Total AUM$695.5M
Discretionary$551.4M
Non-Disc.$144.1M
Employees11
Clients1
DateMar 2017
Total AUM$411.8M
Discretionary$393M
Non-Disc.$18.8M
Employees11
Clients200
DateMay 2016
Total AUM$383.7M
Discretionary$368.1M
Non-Disc.$15.7M
Employees11
Clients26
DateApr 2016
Total AUM$605.7M
Discretionary$588.3M
Non-Disc.$17.4M
Employees11
Clients26
DateMar 2016
Total AUM$605.7M
Discretionary$588.3M
Non-Disc.$17.4M
Employees11
Clients26
DateJan 2016
Total AUM$605.7M
Discretionary$588.3M
Non-Disc.$17.4M
Employees11
Clients26
DateNov 2015
Total AUM$605.7M
Discretionary$588.3M
Non-Disc.$17.4M
Employees11
Clients26
DateOct 2015
Total AUM$605.7M
Discretionary$588.3M
Non-Disc.$17.4M
Employees11
Clients26
DateMar 2015
Total AUM$651.3M
Discretionary$633.3M
Non-Disc.$18M
Employees11
Clients26
DateDec 2014
Total AUM$651.3M
Discretionary$633.3M
Non-Disc.$18M
Employees11
Clients26
DateApr 2014
Total AUM$551.6M
Discretionary$535.1M
Non-Disc.$16.5M
Employees8
Clients26
DateMar 2013
Total AUM$405.8M
Discretionary$392.2M
Non-Disc.$13.5M
Employees6
Clients26
DateApr 2012
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$333M
Discretionary$333M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$386.4M
Discretionary$386.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$332.1M
Discretionary$332.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees5
Clients--