# Walbert Capital Management, LLC

> Walbert Capital Management, LLC is a state-registered investment advisory firm in New Canaan, CT, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 20, 2025.

- CRD: 119439
- Filed as: WALBERT CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Canaan, CT
- Filing period: October 2026
- Form ADV filing dated: February 20, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119439
- AdvisorCensus page: https://advisorcensus.com/firm/walbert-capital-management-llc-new-canaan-ct-119439

## Quick answers

**How is Walbert Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Walbert Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Walbert Capital Management, LLC located?**
Walbert Capital Management, LLC's principal office is in New Canaan, CT, according to its Form ADV.

**Is Walbert Capital Management, LLC registered with the SEC or a state?**
Walbert Capital Management, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 119439.

**How much does Walbert Capital Management, LLC manage?**
Walbert Capital Management, LLC reports $18,000,000 in regulatory assets under management in its Form ADV filing dated February 20, 2025 (100% discretionary).

**What types of clients does Walbert Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Walbert Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119439

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $18,000,000
- Discretionary: $18,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $18,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- walbertcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walbert Capital Management, LLC (CRD 119439): Form ADV filing data as of October 2026.