WALBERT CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NEW CANAAN, Connecticut
- CRD number
- 119439
- Website
- www.walbertcapital.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Walbert Capital Management, LLC operates as a limited liability company focusing primarily on hedge fund management. The firm caters to institutional clients, providing portfolio management services specifically for pooled investment vehicles. With a fee structure based on a percentage of assets under management, Walbert Capital Management emphasizes a tailored approach to investment strategies. The firm does not engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1WILLIAM WALBERT
OwnerCRD 1565544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW CANAAN, CT
FAIRFIELD
Location
NEW CANAAN, CT
Headquartered in NEW CANAAN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 112 Main St
- Time zone
- ET (UTC-5)
- Office locations
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