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WHALE ROCK CAPITAL MANAGEMENT

BOSTON, MA · CRD 140746 · IAPD ↗ · 617-502-9900

$12.97BRegulatory AUM
10Advisory reps
31Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2025 — WHALE ROCK CAPITAL MANAGEMENT reported RAUM up 34% ($8.72B -> $11.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.