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Joseph Ullman Barton

Investment adviser representative at White Rock Capital
33 yearsExperience
1 stateRegistered in
$217.4MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

33 years in the industry.

  1. White Rock CapitalJul 1993 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

White Rock Capital

Legal name: White Rock Capital Management, L.P.

$217.4MAssets managed
2Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4476962
Firm CRD
114877
Advisor's SEC record (opens in a new tab)
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