Whale Rock Capital Management
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 140746
- Registered since
- June 9, 2010
- Website
- www.whalerockcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Whale Rock Capital Management is a hedge fund organized as an LLC that primarily serves institutional clients. It operates as an active manager rather than a capital allocator, charging both a percentage-of-assets fee and performance-based compensation. The firm performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and manages pooled investment vehicles. Whale Rock identifies as an active ESG investor and is not registered as a multi-state adviser. The firm acts in multiple operational roles related to pooled vehicles, including sponsor, general partner, or managing member. Its business model centers on active portfolio management for its funds rather than third-party capital allocation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Robert Finneran
Chief Financial OfficerCRD 6118474

Kendell Benz
Chief Compliance OfficerCRD 7245295

Kristy Kennedy
Chief Operating OfficerCRD 4679720
Contacts
2 of 2
Alexander Sacerdote
Owner, Portfolio ManagerCRD 2531715
James Houghtlin
General CounselCRD 4201380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 2 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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