Northpointe Bank PVD, 76 Westminster St, Providence, RI 02903, US

HistoryWhaleRock 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 its clients.SpecialtiesWhaleRock 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

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