This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-12-2006
- Office Locations
- 2
Office Locations
About Whalerock Point Partners, LLC
WhaleRock Point Partners is an investment adviser serving families alongside endowments, foundations and other institutional investors. The firm builds tailored portfolios around a client-specific Investment Policy Statement, providing customized investment advice, asset-allocation modeling, and strategic and tactical positioning in risk assets. Regulatory filings show portfolios implemented largely with ETFs and high-quality fixed income, with custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRADLEY PAGE DORMAN
Chief Executive Officer, Managing Partner, Partner
- CRD
- #3045195
- Ownership
- 50% but less than 75%
TYSON CARTER REED SR.
CHIEF OPERATING OFFICER, Partner, president
- CRD
- #4512839
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
JOHN PHILIP GENCO
Portfolio Manager
- CRD
- #5947421
Leslie Anne Sawyer
Client Service Analyst
- CRD
- #7207697
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,038,257,743 | $3,009,443 |
| Non-Discretionary | $0 | -- |
| Total | $1,038,257,743 | $3,009,443 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing