WHALE ROCK CAPITAL MANAGEMENT

Two International Place
24th Floor
Boston, Massachusetts 02110
Tel: 617-502-9900

About WHALE ROCK CAPITAL MANAGEMENT

WHALE ROCK CAPITAL MANAGEMENT, formally registered with the SEC as WHALE ROCK CAPITAL MANAGEMENT. The firm was established in 06/09/2010. They have over 1 offices throughout the country.

WHALE ROCK CAPITAL MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $8,723,803,391 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140746
SEC#	801-71470
Assets Managed by Firm	$8,723,803,391
No. of Clients	16
No. of Advisors	32

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$8,723,803,391

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