White Rock Resources Holdings, LLC

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
9
Advisory reps
3

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

FINTRX

Overview

White Rock Resources Holdings, LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm positions itself as an adviser to pooled investment vehicles, serving an institutional client base rather than retail households. Its stated fee model combines a percentage-of-assets component with performance-based fees, which aligns with the profile of managers running private funds or other collective investment vehicles. The firm is not identified as a capital allocator, does not characterize itself as an active ESG investor, and is not registered as a multi-state adviser. Ownership is reported as a mix of a domestic entity and an individual, and the firm has at least one related adviser affiliation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Gayle Mccrory

    Gayle Mccrory

    Managing PartnerCRD 6110908

  • Charles Bray

    Charles Bray

    Managing PartnerCRD 6110737

  • Russell Ginnetti

    Russell Ginnetti

    Managing PartnerCRD 6898041

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth