Whale - Investment Advisers

About Whale

Build Whale, Inc., which operates under the name Whale, is an investment adviser headquartered in Chicago, Illinois. It appears among the investment advisers in Illinois and is also listed in the Directory of US Investment Advisers. The firm is registered with the U.S. Securities and Exchange Commission. Its regulatory assets under management are reported at $2.53 million, and it has seven employees. Whale offers a high-yield savings account for renters that is used to hold security deposits. The account is locked for the length of the lease, and landlords can access the full deposit at lease end, which is returned electronically. Funds are held by Alpaca Securities LLC, a member of FINRA and SIPC, and each renter's account is described as FDIC-insured up to $1,000,000. The firm states that it is not a landlord, an affiliate of a landlord, or an agent of one. Registration with the SEC does not imply a particular level of skill or training. The firm describes the content on its website as educational and general, not personalized investment advice.

Key Facts

Assets Under Management

$2.53M

Employees

7

SEC File Number

801-130339