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Walnut Lane Capital Partners, LLC (Philadelphia)


Walnut Lane Capital Partners, LLC is a large advisory firm based in Philadelphia. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008.

Walnut Lane Capital Partners provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Walnut Lane Capital Partners: assets under management

The assets under management (AUM) of Walnut Lane Capital Partners, LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Walnut Lane Capital Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Philadelphia

The principal office where Walnut Lane Capital Partners, LLC performs its advisory services is located at 1515 Market Street, Philadelphia, PA 19102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-275-2338 or by fax 215-569-1655. The normal business hours are 8:30-5:00 on Monday - Friday.


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