WALTON STREET CAPITAL, L.L.C.

RIASEC RegisteredEst. 2008
Total AUM
$9.8B
Discretionary
$9.8B
100% of AUM
Avg account
$178M
Accounts
55
Employees
92
Advisory reps
8

Firm details

Headquarters
CHICAGO, Illinois
CRD number
147210
Registered since
July 24, 2008
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Walton Street Capital, L.L.C. is a real estate–focused investment manager that structures and manages pooled vehicles for institutional investors. The firm operates primarily as a manager of closed- and open-end real estate funds but is positioned as a multifaceted fund manager—deploying across property-level equity, debt-oriented structures and affiliated strategies. Advisory activity centers on portfolio management for pooled investment vehicles and for institutional or business clients, plus selecting third‑party advisers where specialized capabilities are needed. Walton Street charges a mix of percentage-of-assets fees and performance-based fees, reflecting a traditional private fund economics approach. The firm identifies as an active ESG investor and integrates ESG considerations into sourcing, underwriting and asset management processes. Walton Street typically works with large institutional capital providers rather than retail clients, and it does not operate as a capital allocator in the sense of a fund-of-funds manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ALLISON MCDOWELL

    Chief Compliance OfficerCRD 2984721

Contacts

3 of 7
  • JEFFREY QUICKSILVER

    Co-Founder & Managing PrincipalCRD 5527144

  • RICHARD RATKE

    Managing PrincipalCRD 5012061

  • ROBERT BLOOM

    Managing PrincipalCRD 2783008

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Wealth teams

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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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
900 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth