WALNUT PRIVATE EQUITY PARTNERS, LLC
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 168840
- Registered since
- August 27, 2013
- Custodians
- THE BANK OF NEW YORK MELLON, CITIGROUP GLOBAL MARKETS INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Walnut Private Equity Partners, LLC is an independent registered investment adviser formed in 2013 and structured as an LLC with individual ownership. The firm serves individual and family clients and positions itself around financial planning and discretionary portfolio management. Its fee arrangements include asset-based fees, hourly charges, and fixed fees, indicating flexibility in billing to match client needs. Walnut does not identify as a multi-state adviser or an active ESG investor, and it does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 6Thomas Seline
CRD 8113947
Elizabeth Seline
CRD 8113954
Casey Seline
CRD 8113940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 8701 W Dodge Rd
- Time zone
- CT (UTC-6)
- Office locations
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