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   Whalerock Point PartnersInvestment Service

   WhaleRock Point Partners, LLC was founded in 2006 to help several sophisticated high net worth families and individuals...

   MoreWhaleRock Point Partners, LLC was founded in 2006 to help several sophisticated high net worth families and individuals reach their investment objectives. WhaleRock started with 12 relationships and $150 million in assets under management in 2006 and has grown steadily to manage over $400 million in funds for private clients, endowments, private foundations, pension funds, and institutions. WhaleRock's investment team and support staff has extensive experience providing investment services to individuals and institutions, including trusts, estates, corporations, retirement plans, foundations, and non-profit organizations. WhaleRock's core investment team worked together for years at Fleet Investment Advisors (now Bank of America) and brings this team experience to WhaleRock. Specialties: Family Council Planning and Structure, Portfolio Construction and Asset Allocation, Endowment and Foundation Consulting Less

   Phone: (401) 228-7799

   Cross Streets: Near the intersection of Turks Head Pl and Bankboston Plz/Exchange St/Weybosset St

   Closed Now

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     Closed

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     8:30 AM

     5:00 PM

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     8:30 AM

     5:00 PM

   • Wed

     8:30 AM

     5:00 PM

   • Thu

     8:30 AM

     5:00 PM

   • Fri

     8:30 AM

     5:00 PM

   • Sat

     Closed

   • Sun

     Closed

   1 Turks Head Pl, Ste 1400 Providence, RI 02903 618.31 mi

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