Walker Capital Partners, LLC

RIAState Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$75.5K
Accounts
41
Employees
2
Advisory reps
2

Firm details

Headquarters
Bedford, New Hampshire
CRD number
328871
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.53%
  • Individuals30.47%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Walker Capital Partners, LLC is organized as an individual-owned limited liability company that operates in the hedge fund/asset management space. The firm serves both individual and family clients as well as institutional investors. Its advisory services include portfolio management for individuals and small businesses, management for pooled investment vehicles, and pension consulting. Compensation is charged via a percentage-of-assets model supplemented by performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 54%, Public Funds/Mutual Funds 29%, Exchange Traded Equities 9%, Cash & Cash Equivalents 8%54%
  • Private Funds54%
  • Public Funds/Mutual Funds29%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents8%

Owners & executives

2 of 2
  • Corey Walker

    Corey Walker

    Chief Investment OfficerCRD 6578396

  • John Lilly

    Chief Operating OfficerCRD 7835715

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Bedford, NH

Hillsborough

Location

Bedford, NH

Headquartered in Bedford, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Hillsborough
Address
15 Constitution Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth