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$925.0K Total AUM
$925.0K Disc. AUM
-- 3Y CAGR
0 Employees
2 ADV. Clients
21 yrs Firm Age
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- Custodian
- JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2005
- Office Locations
- 1
Office Locations
707 Menlo AVE Suite 200 Menlo Park CA
About Whelan Capital Mangement
Whelan Capital Mangement is a Menlo Park, CA retail advisory firm led by principal Harry Gabriel Whelan III. The firm provides portfolio construction for entrepreneurs and other individuals, with strategies spanning public equity, fixed income, and private equity and a strong ETF tilt in managed accounts. Custody is held with J.P. Morgan.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$462.5K AVG AUM / CLIENT
0.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Services
Available
Owner & Executives
H
HARRY GABRIEL WHELAN III
PRINCIPAL
- CRD
- #464637
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $925,000 | $4,558,774 |
| Non-Discretionary | $0 | -- |
| Total | $925,000 | $4,558,774 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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