Walker Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$943,600
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$29,488
About
Walker Capital Partners provides discretionary portfolio management to individual investors and also acts as general partner and investment manager to a private pooled investment vehicle (the Walker Capital Flagship Fund, L.P.). The firm manages roughly $3.1 million for about 32 clients and may offer Fund interests to qualifying investors as part of its services.
The firm’s investment approach combines fundamental analysis with quantitative modeling and uses equities, ETFs and options as primary instruments; the Fund’s strategy emphasizes options trading and may employ limited leverage as appropriate. Portfolio management is tailored to each client’s objectives and risk tolerance, with discretion over security selection and occasional short‑term or frequent trading when it deems suitable.
Distinctive features for a firm of this size include operating a private fund and charging performance‑based allocations with side‑by‑side management between fee types, and serving pooled vehicle clients in addition to individual accounts. The brochure discloses a prior regulatory consent order (a 2023 fine and suspension related to marketing communications) and also notes that a firm principal conducts significant outside insurance business, which the brochure identifies as a potential conflict of interest.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Private / alternative investments
Fee options
$0 - $50,000: 1.25% $50,001.01 - $250,000: 1.10% $250,000.01 - $500,000: 1.00% $500,000.01 - $1,000,000: 0.85% $1,000,000.01 - $2,000,000: 0.75% $2,000,000.01+: 0.65%
Class B Interests pay 0.125% per month (1.50% per annum) management fee plus 20% performance allocation on profits exceeding 2% hurdle with high water mark; portfolio management clients with qualified accounts may pay up to 3.00% per annum fixed plus performance fee based on profits exceeding 20% in excess of 2% hurdle.
Account minimum: $250,000
Main office location
Walker Capital Partners, LLC
15 Constitution Drive, Suite 1 A #151
Bedford NH 03110, United States
Number of offices
1
Most active in
Walker Capital Partners, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")