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 Vehicles
Firm profile
FINTRXOverview
Walker Capital Partners, LLC operates as a small LLC that functions primarily as a hedge fund manager and separately as an adviser to individual and pooled accounts. The firm serves both individual/family clients and institutional investors and charges a mix of AUM-based fees and performance-linked fees. Its advisory work covers discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles. The firm does not identify as an active ESG investor and reports a single-owner structure.
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 2John Lilly
Chief Operating OfficerCRD 7835715
Corey Walker
Chief Investment OfficerCRD 6578396
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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