WhaleRock Point Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
WhaleRock Point Partners reports 136 clients. They include 75 high-net-worth individuals, 56 individual clients, and 4 corporations and other businesses. Of its assets, 100.0% ($1.04B across 345 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 2% |
| High-net-worth individuals | 55% | 61% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 3% | 37% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 56 | $24M | 2.3% | $429K |
| High-net-worth individuals | 75 | $629M | 60.5% | $8.38M |
| Charitable organizations | Fewer than 5 | $5.5M | 0.5% | $5.5M |
| Corporations and other businesses | Fewer than 5 | $380M | 36.6% | $95.1M |
| Total | 136 | $1.04B | 100% | — |
- Clients
- 56
- Regulatory AUM
- $24M
- AUM share
- 2.3%
- Avg. per client
- $429K
- Clients
- 75
- Regulatory AUM
- $629M
- AUM share
- 60.5%
- Avg. per client
- $8.38M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.5M
- AUM share
- 0.5%
- Avg. per client
- $5.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $380M
- AUM share
- 36.6%
- Avg. per client
- $95.1M
Total
- Clients
- 136
- Regulatory AUM
- $1.04B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
WhaleRock Point Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Services
- Asset-based fees, negotiable, generally 0.25% to 0.75% a year of plan assets, charged quarterly in arrears.
Bradley Dorman owns 50% to 75% of WhaleRock Point Partners. The leadership team of WhaleRock Point Partners includes Chief Compliance Officer Jacalyn Reed. It has 6 employees, 4 of them in advisory roles.
Leadership
- Jacalyn ReedChief Compliance Officer
- Bradley DormanCEO & Managing Partner
- Tyson ReedPartner/Chief
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Bradley Page Dorman
- John Philip Genco
- Tyson Carter Reed SR.
- Leslie Anne Sawyer
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Whalerock Point Partners, LLC
Bradley Dorman
Control person · since May 2006
- Owns 25% to 50% of Whalerock Point Partners, LLC
Tyson Reed
Control person · since December 2014
WhaleRock Point Partners’ regulatory assets grew 1.8× from $569M (March 2021) to $1.04B (January 2026); clients were 136 in both filings and employees fell from 8 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $1.04B | 136 | 6 | 2 |
| March 2025 | $757M | 132 | 7 | 1 |
| May 2024 | $625M | 124 | 8 | 1 |
| March 2023 | $655M | 164 | 8 | 1 |
| March 2022 | $669M | 159 | 8 | 1 |
| March 2021 | $569M | 130 | 8 | 1 |
Besides its headquarters, WhaleRock Point Partners has 1 office, with 2 listed addresses in Florida and Rhode Island.
Florida · 1 listed address
- 319 Clematis Street, Suite 610, West Palm BeachHQ
Rhode Island · 1 listed address
- 1 Mill Street, Newport
Contact and registration details
- Legal name
- Whalerock Point Partners, LLC
- Headquarters
- 319 Clematis Street, Suite 610, West Palm Beach, FL 33401
- Website
- wrpoint.com
- Phone
- 401-228-7799
- @whalerock-point-partners-llc
- SEC file
- 801-66848
- Structure
- Rhode Island LLC
- Fiscal year end
- December
WhaleRock Point Partners uses Fidelity ($455M, 64%), Bank of America / U.S. Trust ($145M, 20%) and Citizens Private Wealth ($111M, 16%) as custodians for its separately managed accounts. WhaleRock Point Partners has custody of $49.9M in client assets for 2 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $455M64%
- Bank of America / U.S. TrustBank of America / U.S. Trust · Boston, MA · $145M20%
- Citizens Private WealthCitizens Private Wealth · Johnston, RI · $111M16%
At year end, WhaleRock Point Partners’ separately managed accounts were mostly in stocks (53%) and bonds (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $587M across 207 positions; the largest are Nvidia Corp. (10.7%), Alphabet Inc. Class A (7.3%) and Apple Inc. (6.7%).
What the accounts hold
- Stocks53%
- Funds2%
- Bonds39%
- U.S. government and agency bonds24%
- Investment grade corporate bonds12%
- State and local bonds3%
- Cash5%
- Other1%
- Limited partnerships1%
Reported 13F holdings
- $587M
- Reported 13F value
- 207
- Positions
- 45.5%
- In the 10 largest
- +13.3%
- Value vs. prior quarter
- Nvidia Corp.10.7%
- Alphabet Inc. Class A7.3%
- Apple Inc.6.7%
- Microsoft Corp.4.5%
- Amazon.com Inc.3.3%
- JPMORGAN Chase & Co3.2%
- Visa Inc.3.1%
- Palo Alto Networks Inc.2.5%
- iShares Core S&P 500 ETF · TR Unit2.1%
- Meta Platforms Inc.. Class A2.1%
Together, the ten largest are 45.5% of reported value.
How many clients does WhaleRock Point Partners have?
WhaleRock Point Partners has 136 clients and manages $1.04 billion for them, as of January 2026. They include 75 high-net-worth individuals, 56 individual clients, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 January 2026
What services does WhaleRock Point Partners offer?
WhaleRock Point Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does WhaleRock Point Partners use?
WhaleRock Point Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $455M, Bank of America / U.S. Trust (Boston, MA), with $145M and Citizens Private Wealth (Johnston, RI), with $111M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 January 2026
How many financial advisors does WhaleRock Point Partners have?
WhaleRock Point Partners has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does WhaleRock Point Partners invest in?
At the end of its last fiscal year, WhaleRock Point Partners’ separately managed accounts held 53% exchange-traded equities, 24% U.S. government and agency bonds, 12% investment grade corporate bonds, 5% cash and equivalents, 3% state and local bonds, 2% registered funds (mutual funds, ETFs, BDCs) and 1% other. The 1% other category is described as: Limited Partnerships.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns WhaleRock Point Partners?
WhaleRock Point Partners’ direct owners are Bradley Dorman (50% to 75%) and Tyson Reed (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 January 2026
How does WhaleRock Point Partners get paid?
WhaleRock Point Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is WhaleRock Point Partners registered with the SEC?
Yes, WhaleRock Point Partners has been registered with the SEC as an investment adviser since 12 June 2006. Its CRD number is 140781 and its SEC file number is 801-66848.
Source: Form ADV Part 1A, Item 1, filed 16 January 2026; IAPD firm record
How do I contact WhaleRock Point Partners?
WhaleRock Point Partners’ main office is at 319 Clematis Street, Suite 610, West Palm Beach, FL 33401. Its phone number is 401-228-7799. Its website is wrpoint.com.