WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

121 South 13th Street
Suite 100
Lincoln, Nebraska 68508-1911
Tel: 402-458-2243

About WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WHITETAIL ROCK CAPITAL MANAGEMENT, LLC. The firm was established in 03/28/2011. They have over 1 offices throughout the country.

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a Lincoln, Nebraska based Financial Planning firm with nearly $3,273,838,712 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156675
SEC#	801-72219
Assets Managed by Firm	$3,273,838,712
No. of Clients	9
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$3,273,838,712
High net worth individuals	Fewer than 5 clients	$690,038,334

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