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WHITE ROCK CAPITAL
Legal name: WHITE ROCK CAPITAL MANAGEMENT, L.P.
CRD 114877File 801-120368
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$217.4M
Below cohort median (national)
Discretionary AUM
$131.5M
Non-discretionary $85.9M
Clients
2
3 accounts
Employees
2
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 19, 2021
- Principal office
- 3131 TURTLE CREEK BLVD., SUITE 800, DALLAS, TX, 75219
- Phone
- 214-526-1465
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $217.4M
- Discretionary AUM
- $131.5M
- Non-discretionary AUM
- $85.9M
- Discretionary accounts
- 2
- Non-discretionary accounts
- 1
- Total accounts
- 3
- AUM per client
- $108.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $85.9M |
| Pooled investment vehicles | 2 | $131.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.