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 is organized as an LLC and operates as a hedge-fund–style adviser that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses as well as for pooled investment vehicles. Its compensation includes a percentage-of-assets fee and performance-based fees, which aligns with a manager that operates active, incentive-driven strategies. Walker Capital Partners does not identify as an ESG investor, is not multi-state registered, and does not present itself as a capital allocator or a related adviser to other entities.
Assets & Accounts
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
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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