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WHALEROCK POINT PARTNERS, LLC

Company Details

Name: WHALEROCK POINT PARTNERS, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 08 May 2006 (19 years ago)
Identification Number: 000155926
ZIP code: 02903
County: Providence County
Purpose: INVESTMENT MANAGEMENT
Historical names: WhaleRock Capital Partners, LLC
Principal Address: Google Maps Logo ONE TURKS HEAD PLACE SUITE 1400, PROVIDENCE, RI, 02903, USA

Industry & Business Activity

NAICS

523920 Portfolio Management

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Learn more at the U.S. Census Bureau

Agent

Name Role Address
MICHAEL F. SWEENEY, ESQ. Agent 321 SOUTH MAIN STREET 4TH FLOOR, PROVIDENCE, RI, 02903, USA

MANAGER

Name Role Address
BRADLEY P. DORMAN MANAGER ONE TURKS HEAD PLACE, SUITE 1400 PROVIDENCE, RI 02903 USA

Events

Type Date Old Value New Value
Name Change 2007-08-31 WhaleRock Capital Partners, LLC WHALEROCK POINT PARTNERS, LLC

Filings

Number Name File Date
202448555090 Annual Report 2024-03-14
202331164220 Annual Report 2023-03-20
202211834120 Annual Report 2022-03-01
202103393250 Annual Report 2021-10-18
202072369760 Annual Report 2020-11-06

Trademarks

Serial Number:
78880960
Mark:
WHALEROCK CAPITAL PARTNERS
Status:
Abandoned after publication because applicant filed an express abandonment. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2006-05-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WHALEROCK CAPITAL PARTNERS

Goods And Services

For:
Investment management services; asset management services
International Classes:
036 - Primary Class
Class Status:
ABANDONED

Date of last update: 28 May 2025

Sources: Rhode Island Department of State