Walnut Green Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,854,021
Clients
7
Advisors
2
of 2 employees
About
Walnut Green Asset Management, LLC provides discretionary portfolio management primarily for high‑net‑worth individuals and related entities, and also serves as co‑investment adviser and manager to a private pooled vehicle, the Chalk Creek Total Return Fund, LP. The firm manages separate accounts on an ongoing basis and provides private fund management and related subscription documentation and disclosures to prospective fund investors.
For separately managed accounts the firm generally follows a long‑term, fundamentals‑based, buy‑and‑hold approach while remaining able to adjust positions as client circumstances or market conditions change. For the pooled fund WGAM pursues a longer‑term equity compounding philosophy combined with tactical long and short positioning across asset classes, working with a partner that focuses on tactical daily trading and managing the fund on a discretionary basis.
Walnut Green is atypical for a small advisor group in that it acts as a fund sponsor/co‑investment adviser and manages a pooled vehicle, and it accepts performance‑based fees for certain qualified fund investors — arrangements the firm discloses and addresses in the fund offering materials. The firm also has a small client base relative to its assets under management and principals maintain outside business interests and affiliated roles in the fund’s general partner structure; conflicts are disclosed and the fund is audited with investor reporting to address oversight and transparency.
Client services
Expertise
Occupation focus
Fee options
0.50% annually for asset management services
Up to 15% of capital appreciation for qualified investors in the private fund; 0.375% quarterly (1.5% annual rate) of total committed capital for non-qualified investors in private fund
Fee-only: 0.50% annually for asset management services, negotiable based on client type and complexity
Main office
1301 Walnut Green Rd.
Wilmington DE 19807
Advisors at this office
2
Most active in
Delaware · 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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
Advisors at this firm
Samuel H
Series 65
Wilmington, DE
Walnut Green Asset Management, LLC
Samuel Hyland is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked with Walnut Green Asset Management since 2013 and is also involved with Chalk Creek SLP, LP and Chalk Creek Partners GenPar, LLC. Outside of his advisory role, Hyland is a semi-passive investor in Rukket LLC, a sporting goods company, and holds minority ownership in LiveOne LLC, a social media company, among other business interests. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts using a long-term, fundamentals-based, buy-and-hold approach and serves as co-investment adviser and manager to a private pooled vehicle, employing a combination of equity compounding and tactical positioning across asset classes.
Samuel F
Series 65
Wilmington, DE
Walnut Green Asset Management, LLC
Samuel Fiechter is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Walnut Green since 2013 and is also a limited partner in Chalk Creek SLP, LP. Outside of his advisory role, he serves as vice president of CID, Inc., a real estate holding company, and manages Brookdale Farm Management, LLC. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts with a long-term, fundamentals-based approach and serves as co-investment adviser to a private pooled fund that combines equity compounding with tactical positioning across asset classes.
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