Walnut Grove Capital Partners, LP

RIASEC RegisteredEst. 2022
Total AUM
$226M
Discretionary
$226M
100% of AUM
Avg account
$25.1M
Accounts
9
Employees
6
Advisory reps
3

Firm details

Headquarters
Memphis, Tennessee
CRD number
300721
Registered since
July 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Walnut Grove Capital Partners, LP is a limited partnership formed as a manager of pooled investment vehicles and registered with the SEC in 2022. The firm presents itself as a multi-strategy manager with activity across private equity and hedge-fund-style strategies, and it serves institutional clients. It typically charges asset-based fees combined with performance fees and performs portfolio management for pooled vehicles while also acting in sponsor and general-partner roles for its funds. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Ahamed Saleemah

    Ahamed Saleemah

    Chief Compliance OfficerCRD 5819935

Contacts

2 of 2
  • Erik Ball

    PartnerCRD 6250938

  • Samuel Thompson

    Executive OfficerCRD 4926471

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

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Location

Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
20 Huling Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth