WhaleRock Point Partners, LLC is a Registered Investment Adviser. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted.
This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. WhaleRock Point Partners, LLC does not intend to provide investment advice through this site and does not represent that any services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. WhaleRock Point Partners, LLC does not, and this site does not intend to, render tax or legal advice.
The Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. Form ADV Part 1 is publicly available and may be viewed at http://www.adviserinfo.sec.gov/. Form ADV Part II (A & B) are provided by the adviser initially and offered on an annual basis. The Form ADV is periodically amended and clients are encouraged to review this information below: