Whelan Capital Mangement

Overview

Whelan Capital Management is a small, equity-focused advisory firm that serves individual and family clients through portfolio management. The firm charges fees based on a percentage of assets under management and concentrates its client work on a single, high-net-worth relationship. Investment activity centers on publicly traded equities—primarily exchange-traded instruments—while the firm also sponsors and manages pooled investment vehicles, including at least one private fund. Whelan Capital Management is not positioned as a multi-state or ESG-focused adviser; its activities emphasize liquid equity exposure supplemented by targeted private fund investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices