Austin, TX Office
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Park Walk Investments LLC
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About
Park Walk Investments LLC provides ongoing portfolio management primarily for institutional clients and high‑net‑worth investors, emphasizing management of pooled or institutional assets rather than retail advisory services. The firm recently amended its brochure to emphasize a concentration on fixed‑income securities and says it may use other instruments to diversify client portfolios where appropriate.
The firm combines fundamental, quantitative and technical analysis and may employ long‑term and short‑term trading, as well as margin and options strategies when applicable. Park Walk also offers performance‑based fee arrangements for qualified clients and uses a high‑water‑mark framework while stating a duty to seek best execution for client trades.
Park Walk’s brochure discloses that its principals are registered representatives of affiliated broker‑dealers (Park Walk Capital Markets, LLC and Park Walk Europe LLP) and accept compensation for the sale of securities, a relationship the firm identifies as a potential conflict of interest. The firm requires clients to use a broker‑dealer for execution, may receive research or other soft‑dollar benefits from brokers, does not participate in wrap fee programs, and does not use third‑party sub‑advisers.
Based on Park Walk Investments LLC
Expertise
Based on Park Walk Investments LLC
Location
1250 S. Capital of Texas Hwy., Bldg. 3, Suite 400
Austin TX 78746
Advisors at this office
2
Advisors at this office
Nicolas M
Series 63, Series 65
Austin, TX
Park Walk Investments LLC
Nicolas Montgomery is a financial advisor at Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. His prior roles include positions at Seaport Global Securities, Seaport Global Holdings, and related affiliated firms from 2010 through 2019. Montgomery is also a director of Park Walk Europe LLP, a registered affiliated broker/dealer. Park Walk Investments LLC provides portfolio management primarily for institutional and high-net-worth clients, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies and performance-based fee arrangements for qualified clients.
Leslie C
Series 63, Series 65
Austin, TX
Park Walk Investments LLC
Leslie Conklin Jr. is a financial advisor with Park Walk Investments LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Seaport Global Securities LLC and Amias Berman & Co. LLP. Conklin serves as a director of Park Walk Europe LLP, a broker-dealer registered in the UK. Park Walk Investments LLC provides portfolio management primarily for institutional clients and high-net-worth investors, focusing on fixed-income securities and employing a combination of fundamental, quantitative, and technical analysis. The firm utilizes various trading strategies, including long-term and short-term trading, margin, and options, and emphasizes best execution and performance-based fee arrangements for qualified clients.
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