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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • GAYLE MCCRORY

    Managing PartnerCRD 6110908

  • CHARLES BRAY

    Managing PartnerCRD 6110737

  • RUSSELL GINNETTI

    Managing PartnerCRD 6898041

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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