Investment adviser · CRD 140781
WHALEROCK POINT PARTNERS, LLC
Investment adviser filing (IA)
WEST PALM BEACH, FL, United States · Form ADV filed Jan 16, 2026
- Regulatory AUM
- $1.04B Form ADV · Item 5.F
- Client accounts
- 345 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 75 | $628,505,091 | 60.5% |
| Corporations & businesses | Fewer than 5 | $380,243,355 | 36.6% |
| Individuals | 56 | $24,013,520 | 2.3% |
| Charities | Fewer than 5 | $5,495,777 | 0.5% |
Filing source
Form ADV 2041408 · Jan 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 16, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
319 CLEMATIS STREET, SUITE 610WEST PALM BEACH, FL, 33401, United States
CRD 140781
Filing source
Form ADV 2041408 · Jan 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.