White Rock Capital is an SEC registered investment adviser organized as a limited partnership with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $217M in regulatory assets under management, 2 employees, and 3 accounts.
Assets Under Management
$217M
Employees
2
Offices
--
Total Clients
<5
Primary office
DALLAS, TX
3131 TURTLE CREEK BLVD., SUITE 800, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of March 30, 2026
Discretionary60.5%
$131M
60% of total RAUM60.5%
Non-discretionary39.5%
$86M
40% of total RAUM39.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$217M
Total Accounts3
10Y AUM Change+$101M (+86.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.