Walrus Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,140,000
Clients
12
Advisors
1
of 3 employees
About
Walrus Partners, LLC provides ongoing portfolio management and investment supervisory services to individuals, high‑net‑worth clients, family offices, pension and corporate clients, tailoring investment policies to each client’s goals, time horizon and risk tolerance. The firm also serves investors through pooled investment vehicles and acts as general partner to S2 Partners, LP, a privately offered limited partnership available by private placement to accredited investors.
The firm typically operates with discretionary authority to implement asset allocation, security selection and regular portfolio monitoring and may manage separately managed accounts alongside pooled vehicles. Investment decisions are grounded primarily in fundamental security analysis and are supplemented by market/economic and technical analysis; the firm employs both long‑term and more active techniques, including short sales, margin and options, when appropriate.
Distinctive for a firm of this size, Walrus Partners operates a private fund and manages pooled vehicles for client investors, arrangements that involve performance‑based incentive compensation and custody considerations that the firm discloses and administers. The firm documents and addresses conflicts arising from side‑by‑side management and performance fees through written procedures (including high‑water mark provisions, review protocols and block trading practices) intended to govern allocation and execution.
Client services
Expertise
Fee options
Less than $100,000 - $100,000: 1.25% $100,000 - $500,000: 1.0% $500,000 or more+: 0.50%
20% of net profits subject to high-water mark, collected quarterly in arrears; applicable primarily to S2 Partners, LP and some separately managed accounts.
Account minimum: $500,000
Main office
Golden Valley MN
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Paladin Investment Associates · Walrus Partners, LLC
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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