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Walrus Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,140,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
50% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
Very LowAverage account size
$511,667
About
Walrus Partners, LLC provides ongoing portfolio management and investment supervisory services to individuals, high‑net‑worth clients, family offices, pension and corporate clients, tailoring investment policies to each client’s goals, time horizon and risk tolerance. The firm also serves investors through pooled investment vehicles and acts as general partner to S2 Partners, LP, a privately offered limited partnership available by private placement to accredited investors.
The firm typically operates with discretionary authority to implement asset allocation, security selection and regular portfolio monitoring and may manage separately managed accounts alongside pooled vehicles. Investment decisions are grounded primarily in fundamental security analysis and are supplemented by market/economic and technical analysis; the firm employs both long‑term and more active techniques, including short sales, margin and options, when appropriate.
Distinctive for a firm of this size, Walrus Partners operates a private fund and manages pooled vehicles for client investors, arrangements that involve performance‑based incentive compensation and custody considerations that the firm discloses and administers. The firm documents and addresses conflicts arising from side‑by‑side management and performance fees through written procedures (including high‑water mark provisions, review protocols and block trading practices) intended to govern allocation and execution.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
Less than $100,000 - $100,000: 1.25% $100,000 - $500,000: 1.0% $500,000 or more+: 0.50%
20% of net profits subject to high-water mark, collected quarterly in arrears; applicable primarily to S2 Partners, LP and some separately managed accounts.
Account minimum: $500,000
Main office location
Walrus Partners, LLC
Golden Valley MN, United States
Number of offices
1
Most active in
Walrus Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
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.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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