Build Whale, Inc.
- Regulatory AUM
- $2.5M
- Discretionary
- $2.5M
- Clients
- 3,006
- Avg AUM / client
- $842
- Accounts
- 3,006
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,006 | $2.5M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Petraglia, Arthur, James | Owner/Ceo/Cco | Jul 2023 (3y) | 25% – 50% | |
| Beraznik, Stanley, Frank | Partner | Feb 2024 (3y) | ≈ 5% – 18.75% via 29 Sc Ventures Llc | |
| Bollhoffer, Robb | Partner | Feb 2024 (3y) | ≈ 2.5% – 12.5% via 29 Sc Ventures Llc | |
| Chrisman, Mark | Managing Member | Feb 2024 (3y) | GP / trustee / elected manager of Varro Capital Llc Series C (indirect) | |
| Kelly, Christopher | Partner | Feb 2024 (3y) | ≈ 6.25% – 25% via Stackpoint Partners, Llc | |
| Pase, Adam | Partner | Feb 2024 (3y) | ≈ 6.25% – 25% via Stackpoint Partners, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stackpoint Venture Fund, Lp | Shareholder (Preferred And Common Stock) | Feb 2024 | A | 25% – 50% |
| Stackpoint Partners, Llc | Shareholder (Preferred And Common Stock) | Feb 2024 | A | 25% – 50% |
| 29 Sc Ventures Llc | Shareholder (Preferred And Common Stock) | Feb 2024 | A | 10% – 25% |
| Varro Capital Llc Series C | Shareholder (Preferred And Common Stock) | Feb 2024 | A | 5% – 10% |
| [29 Scv Q2 F] | Shareholder (Preferred And Common Stock) | Feb 2024 | A | 5% – 10% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Beraznik, Stanley, Frank: 50% – 75% of 29 Sc Ventures Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Bollhoffer, Robb: 25% – 50% of 29 Sc Ventures Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Kelly, Christopher: 25% – 50% of Stackpoint Partners, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Pase, Adam: 25% – 50% of Stackpoint Partners, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Alpaca Securities Llc $252K (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗