WALNUT GREEN ASSET MANAGEMENT, LLC

Overview

Walnut Green Asset Management, LLC is a small, privately held investment adviser organized as an LLC and classified as a hedge fund adviser. The firm serves both high-net-worth individuals and families as well as institutional clients, providing discretionary portfolio management across standalone accounts and pooled investment vehicles. Its billing combines a percentage-of-AUM fee with performance-based fees, which aligns the firm’s economics with absolute or relative performance outcomes typical of hedge-fund-style managers. Investment activity is concentrated in publicly traded equities and exchange-traded instruments; the firm’s filings identify a clear preference for equities as the primary allocation vehicle. At the same time Walnut Green runs and sponsors pooled vehicles and acts as a general partner or managing member on certain funds, indicating it has both advisory and operational roles in alternative investment structures. The firm is not positioned as an active ESG investor and does not report multi-state adviser registration.

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Location & Offices