Whitetail Rock Capital Management, LLC

Overview

Whitetail Rock Capital Management, LLC is an SEC registered investment adviser based in Lincoln, NE, registered since 2011. It reports $3.3B in assets under management across 9 accounts, with 3 employees.

Reported AUM

$3.3B

Discretionary

100%

Accounts

9

Employees

3

Registered since

2011

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients

Client types

• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Thomas Greer McCurley Elected Manager, President CRD 4534766
• Daniel Kimball Kaplan Chief Compliance Officer CRD 8242516

Location

Headquarters

121 S 13th St Ste 100
Lincoln, NE 68508

County

Lancaster

Metro area

Lincoln, NE

Region

Midwest

Registrations

• SEC registered
• Registered in 1 jurisdiction

Every state, with registration dates

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