Walnut Private Equity Partners, LLC

Overview

Walnut Private Equity Partners, LLC is an independent SEC-registered RIA operating as an LLC since 2013. The firm is individually owned and serves a client base made up of individuals and families. Its advisory remit includes financial planning, and it charges clients using a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Walnut does not position itself as a capital allocator and is not registered as a multi-state adviser; it also does not identify as an active ESG investor. The firm lists an affiliation with a law firm in its industry relationships, which may reflect referral or professional-service ties rather than an operating partnership. Walnut reports no related advisers and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives