Walleye Partners LLC

Overview

Walleye Partners LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owner-operated and positions itself as a capital allocator serving individual and family clients. Its fee model is percentage-of-AUM, and core advisory services listed include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not identify as an ESG investor, is not multi-state in its ADV profile, and is neither a pension consultant nor newly formed. Walleye also reports industry roles beyond advisory work — acting as an investment sponsor, general partner, and managing member of pooled investment vehicles — indicating direct involvement in sourcing or managing third-party investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives