Overview
Assets Under Management: $3.3 billion
Headquarters: LINCOLN, NE
Frequently Asked Questions
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156675), WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is headquartered in LINCOLN, NE.
According to their SEC Form ADV, WHITETAIL ROCK CAPITAL MANAGEMENT, LLC offers portfolio management for pooled investment vehicles and portfolio management for institutional clients. View all service details ↓
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC manages $3.3 billion in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, WHITETAIL ROCK CAPITAL MANAGEMENT, LLC serves pooled investment vehicles and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.84
Total Client Accounts: 9
Discretionary Accounts: 9
Regulatory Filings
CRD Number: 156675
Last Filing Date: 2024-03-25 00:00:00
Website: https://whitetailrock.co