Whale
Whale is an SEC-registered mass-market adviser in Chicago, IL with $2.5M assets under management (AUM, regulatory AUM), +903% over one year. See who owns Whale: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330063, SEC 801-130339, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $2.5M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Chicago, IL
- Employees
- 7
- Clients
- 3,006
- CRD
- 330063
- Ownership
- 29SC VENTURES LLC; STACKPOINT PARTNERS, LLC; STACKPOINT VENTURE FUND, LP; Kelly, Christopher; BERAZNIK, STANLEY, FRANK
How much AUM does Whale have?
Whale reported $2.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Whale?
Disclosed owners and executives of Whale include 29SC VENTURES LLC, STACKPOINT PARTNERS, LLC, STACKPOINT VENTURE FUND, LP, Kelly, Christopher, BERAZNIK, STANLEY, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.