A complete list of active advisors currently associated with Walnut Green Asset Management, LLC

Warmer can help you find a great advisor at Walnut Green Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Walnut Green Asset Management, 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.