WhaleRock Point Partners

EST. AUM
$1,038,257,743

CONTACTS
4

CLIENT ACCOUNTS
345

Firm Details

Metro area Providence
CRD Number 140781
Website wrpoint.com
Client types

Overview

RIA headquartered in Providence, RI. Pete Boss is Head of Alternatives Research, where they allocate to outside managers. Traditional asset classes are all run internally. Client base is individuals, 401k plans and small endowments.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

WhaleRock Point Partners

Platform Details

Investment Preferences

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Address

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