PPrivate Fund Data Log in Join · $37/mo

Walnut Investment Services LLC

● SEC registered since 2023CRD 113666SEC# 801-128864Brooklyn, NY
Export (members)
Reg. AUM
$84M
Employees
2
Accounts
300
Location
Brooklyn, NY

Walnut Investment Services LLC assets under management

Walnut Investment Services LLC operates as an SEC-registered investment adviser based in Brooklyn, NY. The firm has been registered since 2023. It reports $84 million in regulatory assets under management and employs 2 people.

Walnut Investment Services LLC owners & executives

2 reported
NameTitleOwnershipSince
Harvey M Kraus ControlManaging Partner50-75%2001
Mark Blinderman ControlManaging Partner/Chief Compliance Officer50-75%2001

Frequently asked questions

How much does Walnut Investment Services LLC manage?

Walnut Investment Services LLC reports $84 million in regulatory assets under management on its Form ADV.

How many employees does Walnut Investment Services LLC have?

Walnut Investment Services LLC reports 2 employees.

Where is Walnut Investment Services LLC located?

Walnut Investment Services LLC is based in Brooklyn, NY and has been SEC-registered since 2023.

Does Walnut Investment Services LLC disclose fund performance?

Walnut Investment Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1018 8th Avenue, Brooklyn, NY 11215
Phone718-788-1972
Fax718-832-2565
Office hours9 - 5:30
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$84M
Non-discretionary$0
Total (RAUM)$84M