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- Custodian
- Alpaca · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2023
- Office Locations
- 1
Office Locations
About Whale
Whale (Build Whale, Inc.) offers a renter-owned, high-yield savings account that replaces traditional security deposits, automating deposit requests, holding, and returns for property operators via PMS integrations. Deposits are held in cash and locked for the landlord’s benefit until lease end; renters earn interest paid monthly. Advisory services are provided by an SEC-registered RIA; funds are held at Alpaca (FINRA/SIPC) with FDIC insurance up to $1M per account.
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
ARTHUR JAMES PETRAGLIA
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,532,499 | $842 |
| Non-Discretionary | $0 | -- |
| Total | $2,532,499 | $842 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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