Data / Investment advisers / Nebraska / Whitetail Rock Capital Management, LLC
Whitetail Rock Capital Management, LLC, Lincoln, NE: $3.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Whitetail Rock Capital Management, LLC is an SEC registered investment adviser with its main office in Lincoln, Nebraska and reports $3.3 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include banks and thrifts, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
The request: Watch Whitetail Rock Capital Management, LLC (CRD number 156675): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 156675
- SEC file number
- 801-72219
- SEC status
- Approved, effective March 28, 2011
- Main office
- 121 South 13th Street Suite 100, Lincoln, NE 68508
- Phone
- (402) 458-2243
- Regulatory AUM
- $3,278,847,169 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $3,278,847,169
- Accounts
- 9
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 other private funds
- Gross assets of private funds
- $83,628,736
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $2.31 billion |
| High net worth individuals | Fewer than 5 | $885.6 million |
| Pooled investment vehicles | 4 | $83.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.28 billion | March 27, 2026 |
| December 1, 2025 | $3.10 billion | March 25, 2025 |
Other advisers in Lincoln
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | Lincoln | $29.01 billion | Not listed | adviserinfo.sec.gov |
| Ameritas Advisory Services, LLC | Lincoln | $13.75 billion | Not listed | adviserinfo.sec.gov |
| Pittenger & Anderson Inc | Lincoln | $3.03 billion | Not listed | adviserinfo.sec.gov |
| Lincoln Capital, LLC | Lincoln | $844.8 million | Not listed | adviserinfo.sec.gov |
| Bellwether Wealth | Lincoln | $784 million | Not listed | adviserinfo.sec.gov |
| Flagstone Financial Management, LLC | Lincoln | $467.8 million | Not listed | adviserinfo.sec.gov |
| Plan a Wealth, LLC | Lincoln | $433.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lincoln, NE
- Investment advisers in Nebraska
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving banks and thrifts
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Whitetail Rock Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.