WHITE ROCK RESOURCES HOLDINGS, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 332560
- Registered since
- September 13, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
White Rock Resources Holdings, LLC is a limited liability company that registered with the SEC in 2024 and serves institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles, and it operates with a fee structure that combines a percentage of assets under management and performance-based fees. Ownership is listed as a mix of a domestic entity and an individual, and the firm is identified as a related adviser. It is not flagged as an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3GAYLE MCCRORY
Managing PartnerCRD 6110908
CHARLES BRAY
Managing PartnerCRD 6110737
RUSSELL GINNETTI
Managing PartnerCRD 6898041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 5810 Tennyson Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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