WHALEROCK POINT PARTNERS, LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 140781). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Bradley Page Dorman | CEO & MANAGING PARTNER | — |
| Tyson Carter Reed | PARTNER/CHIEF OPERATING OFFICER | — |
| Jacalyn Rogers Reed | CHIEF COMPLIANCE OFFICER | — |
| DORMAN BRADLEY PAGE | CEO & MANAGING PARTNER | — |
| CAVANAGH RICHARD EDWARD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & PARTNER | — |
| REED TYSON CARTER | PARTNER; PARTNER/CHIEF COMPLIANCE OFFICER; PARTNER/CHIEF OPERATING OFFICER | — |
| TROTMAN NICHOLAS GRAVE | CHIEF COMPLIANCE OFFICER | — |
| REED JACALYN ROGERS | CHIEF COMPLIANCE OFFICER | — |