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WALNUT PRIVATE EQUITY PARTNERS, LLC

111 S. 108th Ave.
Omaha, Nebraska 68154
Tel: 402-991-2201

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About WALNUT PRIVATE EQUITY PARTNERS, LLC

WALNUT PRIVATE EQUITY PARTNERS, LLC, formally registered with the SEC as WALNUT PRIVATE EQUITY PARTNERS, LLC. The firm was established in 08/27/2013. They have over 1 offices throughout the country.

WALNUT PRIVATE EQUITY PARTNERS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $193,469,392 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168840
SEC#801-78492
Assets Managed by Firm$193,469,392
No. of Clients2
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Other (PORTFOLIO MANAGEMENT FOR FAMILY OFFICE & TRUST)

Firm Client Information

No. of ClientsAUM
Firm Total2$193,469,392
High net worth individuals2$193,469,392

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