WALTON STREET CAPITAL, L.L.C.

900 N. Michigan Ave.
Suite 1900
Chicago, Illinois 60611
Tel: 312-915-2800

About WALTON STREET CAPITAL, L.L.C.

WALTON STREET CAPITAL, LLC, formally registered with the SEC as WALTON STREET CAPITAL, LLC. The firm was established in 07/24/2008. They have over 1 offices throughout the country.

WALTON STREET CAPITAL, L.L.C. is a Chicago, Illinois based Financial Planning firm with nearly $11,750,502,342 assets under management, offering retirement planning & investment advisory services to 58 clients. The firm is staffed with 98 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147210
SEC#	801-69403
Assets Managed by Firm	$11,750,502,342
No. of Clients	58
No. of Advisors	98

Fee Structure

A percentage of AUM
Performance Based
Other (REAL ESTATE ACQUISITION FEES AND OVERSIGHT FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	58	$11,750,502,342

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