Walker Capital Partners, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds54%
- Public Funds/Mutual Funds29%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2
Corey Walker
Chief Investment OfficerCRD 6578396
John Lilly
Chief Operating OfficerCRD 7835715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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