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Walnut Green Asset Management, LLC

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Client assets under management

$64,854,021

Clients

7

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

4

Very Low

Average account size

$9,264,860

About

Walnut Green Asset Management, LLC provides discretionary portfolio management primarily for high‑net‑worth individuals and related entities, and also serves as co‑investment adviser and manager to a private pooled vehicle, the Chalk Creek Total Return Fund, LP. The firm manages separate accounts on an ongoing basis and provides private fund management and related subscription documentation and disclosures to prospective fund investors.

For separately managed accounts the firm generally follows a long‑term, fundamentals‑based, buy‑and‑hold approach while remaining able to adjust positions as client circumstances or market conditions change. For the pooled fund WGAM pursues a longer‑term equity compounding philosophy combined with tactical long and short positioning across asset classes, working with a partner that focuses on tactical daily trading and managing the fund on a discretionary basis.

Walnut Green is atypical for a small advisor group in that it acts as a fund sponsor/co‑investment adviser and manages a pooled vehicle, and it accepts performance‑based fees for certain qualified fund investors — arrangements the firm discloses and addresses in the fund offering materials. The firm also has a small client base relative to its assets under management and principals maintain outside business interests and affiliated roles in the fund’s general partner structure; conflicts are disclosed and the fund is audited with investor reporting to address oversight and transparency.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Private / alternative investments

Occupation focus

Executive Founder/Business Owner

Fee options

Percentage

0.50% annually for asset management services

Performance-based

Up to 15% of capital appreciation for qualified investors in the private fund; 0.375% quarterly (1.5% annual rate) of total committed capital for non-qualified investors in private fund

Other

Fee-only: 0.50% annually for asset management services, negotiable based on client type and complexity

Main office location

Walnut Green Asset Management, LLC

1301 Walnut Green Rd.

Wilmington DE 19807, United States

Number of offices

1

Most active in

Delaware · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Samuel H

Series 65

Wilmington, DE

Walnut Green Asset Management, LLC

Samuel Hyland is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked with Walnut Green Asset Management since 2013 and is also involved with Chalk Creek SLP, LP and Chalk Creek Partners GenPar, LLC. Outside of his advisory role, Hyland is a semi-passive investor in Rukket LLC, a sporting goods company, and holds minority ownership in LiveOne LLC, a social media company, among other business interests. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts using a long-term, fundamentals-based, buy-and-hold approach and serves as co-investment adviser and manager to a private pooled vehicle, employing a combination of equity compounding and tactical positioning across asset classes.

Active portfolio management Concentrated stock management Private / alternative investments Executive Founder/Business Owner
user avatar

Samuel F

Series 65

Wilmington, DE

Walnut Green Asset Management, LLC

Samuel Fiechter is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Walnut Green since 2013 and is also a limited partner in Chalk Creek SLP, LP. Outside of his advisory role, he serves as vice president of CID, Inc., a real estate holding company, and manages Brookdale Farm Management, LLC. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts with a long-term, fundamentals-based approach and serves as co-investment adviser to a private pooled fund that combines equity compounding with tactical positioning across asset classes.

Active portfolio management Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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