A complete list of active advisors currently associated with Whelan Capital Mangement

Warmer can help you find a great advisor at Whelan Capital Mangement or one who fits your needs even better.

Whelan Capital Management provides investment advisory services through both individualized discretionary accounts and the Encinal family of private funds. Its client base is concentrated in limited partnerships representing high‑net‑worth families, and the firm manages predominantly public equities while selectively allocating a small portion of eligible clients' portfolios to restricted private securities. The firm follows a long‑biased, growth‑oriented investment process combining proprietary fundamental and technical analysis to identify small‑ and mid‑cap opportunities, with the flexibility to use long and short positions, limited leverage, strategic hedging and stop‑loss trading. WCM operates with full discretionary authority within client‑specified parameters, conducts frequent account reviews, and furnishes quarterly account reporting and custodial reconciliation. Compared with many peers, WCM’s business mix is notable for providing direct portfolio management to high‑net‑worth limited partnerships and charging management fees based on a percentage of assets under management rather than solely fund‑level fee models. Operationally the firm relies on on‑site Level‑2 trading tools and soft‑dollar research arrangements, and it maintains trade allocation and pricing practices intended to align employee and client execution prices.

To learn more about the advisors currently working at Whelan Capital Mangement, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Harry Whelan III	Menlo Park, CA	28

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