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Building 2WHITE ROCK CAPITAL

Map pinDALLAS, TX
Phone214-526-1465
NotebookSEC #801-120368
Total AUM
$217.4M
Employees
2
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 TURTLE CREEK BLVD.
SUITE 800
DALLAS
TX 75219
United States
Operating Hours
7:30AM-4:00PM
Monday - Friday
Phone
214-526-1465

ReceiptFinancials

Total AUM
$217.4M
Accounts
3
Discretionary
$131.5M
Accounts
2
Non-Discretionary
$85.9M
Accounts
1

ContactClients

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HNW Individual Clients
1
AUM
$85.9M
Pooled Vehicle Clients
2
AUM
$131.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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