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 fundsThe 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.