Walker Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$943,600
Clients
32
Advisors
1
of 2 employees
About
Walker Capital Partners is a small, SEC‑registered independent adviser that provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates, pooled investment vehicles, and some institutional clients, and it also offers retirement‑plan consulting through a third‑party platform (Vestwell). The firm advises on equities, ETFs and options and manages accounts on a discretionary basis tailored to each client’s objectives.
The firm serves as general partner and investment manager to a private pooled vehicle (Walker Capital Flagship Fund, L.P.) that trades options, equities and index funds, and it employs a mix of fundamental and technical analysis with occasional short‑term trading, option strategies and selective leverage. Walker Capital charges both asset‑based and performance‑based arrangements for eligible/qualified investors and practices side‑by‑side management between the fund and separate accounts.
Noteworthy distinctions for a firm of this size include operating a private fund with multiple share classes and a performance allocation, providing portfolio management to pooled vehicles and offering retirement‑plan consulting — features that are uncommon among solo independent advisers. The brochure also discloses a 2023 regulatory consent order involving the firm’s principal and describes significant outside business activities (insurance sales and tax‑planning consulting), which the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $50,000: 1.25% $50,001.01 - $250,000: 1.10% $250,000.01 - $500,000: 1.00% $500,000.01 - $1,000,000: 0.85% $1,000,000.01 - $2,000,000: 0.75% Above $2,000,000+: 0.65%
Insurance commissions received separately by licensed agents of the firm for insurance products
Class B Interests in private fund pay 20% performance allocation over 2% hurdle with high water mark; performance fees charged to qualified clients with net worth > $2,200,000 or accounts > $1,100,000; up to 3% of annual gross profits
Account minimum: $250,000
Main office
15 Constitution Drive, Suite 1 A #151
Bedford NH 03110
Advisors at this office
1
Most active in
New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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