Investment adviser · CRD 115071

WALRUS PARTNERS, LLC

Investment adviser filing (IA)

· Form ADV filed Nov 9, 2012

Regulatory AUM
$28.1M
Form ADV · Item 5.F
Client accounts
34
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Nov 9, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 115071

Filing source

Form ADV 679389 · Nov 9, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.