WEST PALM BEACH, FLCRD 140781Latest ADV January 16, 2026
Whalerock Point Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated January 16, 2026, reports $1.0B in regulatory assets under management, 6 employees, 1 office, and 345 accounts.
Assets Under Management
$1.0B
Employees
6
Offices
1 office
Total Clients
136
Primary office
WEST PALM BEACH, FL
319 CLEMATIS STREET, SUITE 610, WEST PALM BEACH, FL, United States
Top client segmentHNWI represent 55.1% of total clients.
Top client categories% of clientsClients
1
HNWI
55.1%
75
2
Individuals
41.2%
56
3
Corporations
2.9%
4
4
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of January 16, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts345
10Y AUM Change+$626M (+152.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change-5 (-45.5%)
* 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.