Walnut Private Equity Partners, LLC (Omaha)

Walnut Private Equity Partners, LLC is a large advisory firm based in Omaha. It manages $112.61 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Nebraska.

Walnut Private Equity Partners provides financial planning services and portfolio management for family office & trust. 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 Private Equity Partners: assets under management

The assets under management (AUM) of Walnut Private Equity Partners, LLC is $112.61 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $112.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.31 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Walnut Private Equity Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

What kind of clients Steven William Seline serves?

The only and largest group of clients of Steven William Seline is high net worth individuals with 2 clients and $112.61 million of assets under management. Among the 11 most similar advisory firms, Walnut Private Equity Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $112.61 million for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Walnut Private Equity Partners doesn't advise any private funds.

Careers at Walnut Private Equity Partners, LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven William Seline	President/managing member/cco	1 Jan 2007	50% - 75%	6239110

Based in Omaha

The principal office where Walnut Private Equity Partners, LLC performs its advisory services is located at 8712 W. Dodge Road, Omaha, NE 68114, 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 402-991-2201 or by fax 402-932-7885. The normal business hours are 8:30am-4:30pm on Monday - Friday.