A complete list of active advisors currently associated with Walker Capital Partners, LLC
Warmer can help you find a great advisor at Walker Capital Partners, LLC or one who fits your needs even better.
Walker Capital Partners provides discretionary portfolio management to individual investors and also acts as general partner and investment manager to a private pooled investment vehicle (the Walker Capital Flagship Fund, L.P.). The firm manages roughly $3.1 million for about 32 clients and may offer Fund interests to qualifying investors as part of its services. The firm’s investment approach combines fundamental analysis with quantitative modeling and uses equities, ETFs and options as primary instruments; the Fund’s strategy emphasizes options trading and may employ limited leverage as appropriate. Portfolio management is tailored to each client’s objectives and risk tolerance, with discretion over security selection and occasional short‑term or frequent trading when it deems suitable. Distinctive features for a firm of this size include operating a private fund and charging performance‑based allocations with side‑by‑side management between fee types, and serving pooled vehicle clients in addition to individual accounts. The brochure discloses a prior regulatory consent order (a 2023 fine and suspension related to marketing communications) and also notes that a firm principal conducts significant outside insurance business, which the brochure identifies as a potential conflict of interest.
To learn more about the advisors currently working at Walker Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bedford, NH
| 7
|
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