The WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a publicly held investment adviser that advises $3.28Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 75.23% over the last 5-years.
The Group has been registered with the SEC for 15.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 121 SOUTH 13TH STREET SUITE 100, LINCOLN, NEBRASKA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $3.28Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $83.63mn or 2.55% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.