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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does WhaleRock Point Partners invest in?","answer":"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. 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