WALNUT LEVEL CAPITAL LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 307942
- Registered since
- August 4, 2023
- Website
- www.walnutlevel.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Walnut Level Capital LLC is an SEC-registered hedge fund organized as a limited liability company and registered with the SEC in 2023. The firm is individually owned and serves an institutional client base while acting as sponsor, general partner and managing member of pooled investment vehicles. Its advisory activity is focused on portfolio management for pooled vehicles rather than individual advisory accounts. Compensation includes a percentage-of-AUM fee supplemented by performance-based fees. The firm does not position itself as an ESG investor and does not report multi-state advisory status or pension consulting activity.
Assets & Accounts
Public Holdings
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
Owners & executives
2 of 2CHARLES ANTRIM
Managing Member and Chief Investment OfficerCRD 2634678
ERIC BRODY
Chief Operating OfficerCRD 6690157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1221 S Clarkson St
- Time zone
- MT (UTC-7)
- Office locations
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