Overview
Assets Under Management: $193 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 2
Average Client Assets: $97 million
Frequently Asked Questions
WALNUT PRIVATE EQUITY PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168840), WALNUT PRIVATE EQUITY PARTNERS, LLC is subject to fiduciary duty under federal law.
WALNUT PRIVATE EQUITY PARTNERS, LLC is headquartered in OMAHA, NE.
WALNUT PRIVATE EQUITY PARTNERS, LLC serves 2 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, WALNUT PRIVATE EQUITY PARTNERS, LLC offers financial planning. View all service details ↓
WALNUT PRIVATE EQUITY PARTNERS, LLC manages $193 million in client assets according to their SEC filing dated February 14, 2025.
Services Offered
Services: Financial Planning
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $97 million
Total Client Accounts: 2
Discretionary Accounts: 2
Regulatory Filings
CRD Number: 168840
Last Filing Date: 2025-02-14 00:00:00
Website: https://walnutprep.com