Walker Capital Partners, LLC

RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$75.5K
Accounts
41
Employees
2
Advisory reps
2

Firm details

Headquarters
Bedford, New Hampshire
CRD number
328871
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.53%
  • Individuals30.47%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Walker Capital Partners, LLC is organized as an LLC and operates with a hedge-fund orientation, providing portfolio management for both individuals/small businesses and pooled investment vehicles. The firm serves a mix of individual and family clients as well as institutional clients. Its compensation model combines an assets-under-management fee with performance-based fees, and it does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 54%, Public Funds/Mutual Funds 29%, Exchange Traded Equities 9%, Cash & Cash Equivalents 8%54%
  • Private Funds54%
  • Public Funds/Mutual Funds29%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents8%

Owners & executives

2 of 2
  • Corey Walker

    Corey Walker

    Chief Investment OfficerCRD 6578396

  • John Lilly

    Chief Operating OfficerCRD 7835715

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bedford, NH

Hillsborough

Location

Bedford, NH

Headquartered in Bedford, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Hillsborough
Address
15 Constitution Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth