# Walleye Partners LLC

> Walleye Partners LLC is an SEC-registered investment advisory firm in Madison, WI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 333435
- Filed as: WALLEYE PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333435
- AdvisorCensus page: https://advisorcensus.com/firm/walleye-partners-llc-madison-wi-333435

## Quick answers

**How is Walleye Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Walleye Partners LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Walleye Partners LLC located?**
Walleye Partners LLC's principal office is in Madison, WI, according to its Form ADV.

**Is Walleye Partners LLC registered with the SEC or a state?**
Walleye Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333435.

**How much does Walleye Partners LLC manage?**
Walleye Partners LLC reports $276,678,000 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (91% discretionary).

**How have Walleye Partners LLC's assets and staff changed since 2025?**
In the Form ADV data for Walleye Partners LLC: Regulatory assets under management: $201,088,461 in the October 2025 data and $276,678,000 in the October 2026 data, up 38%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Walleye Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (51); individuals (other than high net worth individuals) (42).

**Which custodians does Walleye Partners LLC use?**
Walleye Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Walleye Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333435

**Does Walleye Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 27, 2026 says: "WP offers investment advisory services to individuals and high net worth individuals. There is a minimum account size of $500,000 to open and maintain an advisory account."

**What changed in Walleye Partners LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $201,088,461 to $276,678,000 (+38%). Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 27, 2026)

- Account minimum: $500,000

> WP offers investment advisory services to individuals and high net worth individuals. There is a minimum account size of $500,000 to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $276,678,000
- Discretionary: $252,996,000
- Non-discretionary: $23,682,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $12,474,000 |
| High net worth individuals | 51 | $264,204,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- walleyepartners.com
- LinkedIn @WALLEYE-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $201,088,461 | 4 | July 21, 2025 |
| October 2026 | $276,678,000 | 5 | May 27, 2026 |

Regulatory assets under management: $201,088,461 in the October 2025 data and $276,678,000 in the October 2026 data, up 38%.
Total employees: 4 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $201,088,461 to $276,678,000 (+38%).
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walleye Partners LLC (CRD 333435): Form ADV filing data as of October 2026.