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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Rhode Island
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| REED, JACALYN, ROGERS | I | CHIEF COMPLIANCE OFFICER | NA | |
| REED, JACALYN, ROGERS | I | CHIEF COMPLIANCE OFFICER | NA | |
| REED, JACALYN, ROGERS | I | CHIEF COMPLIANCE OFFICER | NA | |
| REED, JACALYN, ROGERS | I | CHIEF COMPLIANCE OFFICER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | |
| REED, TYSON, CARTER | I | PARTNER | NA | |
| TROTMAN, NICHOLAS, GRAVE | I | CHIEF COMPLIANCE OFFICER | NA | |
| TROTMAN, NICHOLAS, GRAVE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | E | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| DORMAN, BRADLEY, PAGE | I | CEO & MANAGING PARTNER | D | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF OPERATING OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF OPERATING OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF OPERATING OFFICER | C | Control |
| REED, TYSON, CARTER | I | PARTNER/CHIEF OPERATING OFFICER | C | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
| CAVANAGH, RICHARD, EDWARD | I | CHIEF COMPLIANCE OFFICER & PARTNER | B | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (7)
AZ CA CT FL MA NY RI
Address
ONE TURKS HEAD PLACESUITE 1400
PROVIDENCE, RI 02903-2205
United States
Phone: 401-228-7799