Park Walk Investments LLC
Firm details
- Headquarters
- West Lake Hills, Texas
- CRD number
- 300977
- Website
- www.parkwalk.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Park Walk Investments LLC is organized as a limited liability company and operates as an advisory firm that provides portfolio management for both individuals/small businesses and for business or institutional clients. The firm’s compensation model includes percentage-of-assets-under-management billing and performance-based fees, which suggests arrangements that reward relative or absolute outperformance in some client mandates. Regulatory and operational classifications in the source record are sparse: the firm is listed as “unclassified,” is not identified as a capital allocator, and is not flagged as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. Ownership is recorded as a combination of a domestic entity and an individual. Park Walk Investments also has an industry affiliation with a broker-dealer, indicating some linkage to broker-dealer infrastructure or distribution relationships.
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
Contacts
3 of 3
Robert Schlangen
Compliance OfficerCRD 2939848
Nicolas Montgomery
Co-Founder & Managing PartnerCRD 4507625

Leslie Conklin
Managing PartnerCRD 4089464
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Lake Hills, TX
Travis
Location
West Lake Hills, TX
Headquartered in West Lake Hills, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 1250 S Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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