Walrus Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 115071
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI68.53%
- Pooled Investment Vehicles24.55%
- Corporations / Businesses6.92%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Walrus Partners, LLC is a small, LLC-structured investment adviser that operates with both individual/family and institutional clients. The firm classifies itself within the hedge fund space and performs portfolio management for individual/small-business accounts as well as for pooled investment vehicles. Its stated fee model combines a percentage-of-assets under management charge with performance-based fees, consistent with hedge-fund-style compensation. The firm identifies as an active ESG investor, though available records do not detail how ESG criteria are incorporated across strategies. Walrus Partners lists an individual owner structure and is not identified as a multi-state adviser in its profile metadata.
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
Asset composition
- Non-Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
3 of 3Scott Billeadeau
PartnerCRD 1682962
Mark Billeadeau
PartnerCRD 1383002
Randall Last
PresidentCRD 855060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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