Whitetail Rock Capital Management, LLC

Overview

Whitetail Rock Capital Management, LLC is an SEC-registered institutional RIA that has been operating since 2011. The firm serves institutional clients and provides portfolio management for pooled investment vehicles and for businesses or other institutions. Its fee arrangements include both a percentage-of-AUM component and performance-based fees. Whitetail Rock identifies as a limited liability company with a mixed domestic entity/individual ownership profile and does not describe itself as a capital allocator, pension consultant, or multi-state adviser. The firm does not list ESG investing as an active focus. Whitetail Rock reports industry linkages with banking or thrift institutions, trust companies and insurance companies, indicating the types of counterparties or client relationships it commonly engages with.

Assets & Accounts

Investments & Alternatives