# Walnut Grove Capital Partners, LP

> Walnut Grove Capital Partners, LP is an SEC-registered investment advisory firm in Memphis, TN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 300721
- Filed as: WALNUT GROVE CAPITAL PARTNERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300721
- AdvisorCensus page: https://advisorcensus.com/firm/walnut-grove-capital-partners-lp-memphis-tn-300721

## Quick answers

**How is Walnut Grove Capital Partners, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Walnut Grove Capital Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Walnut Grove Capital Partners, LP located?**
Walnut Grove Capital Partners, LP's principal office is in Memphis, TN, according to its Form ADV.

**Is Walnut Grove Capital Partners, LP registered with the SEC or a state?**
Walnut Grove Capital Partners, LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 300721.

**How much does Walnut Grove Capital Partners, LP manage?**
Walnut Grove Capital Partners, LP reports $226,309,406 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**How have Walnut Grove Capital Partners, LP's assets and staff changed since 2021?**
In the Form ADV data for Walnut Grove Capital Partners, LP: Regulatory assets under management: $155,400,000 in the October 2022 data and $226,309,406 in the October 2026 data, up 46%. Total employees: 6 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Walnut Grove Capital Partners, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Walnut Grove Capital Partners, LP 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/300721

**Does Walnut Grove Capital Partners, LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Investments in the Funds generally requires a minimum investment of $250,000, although Walnut Grove may accept lesser amounts in its discretion."

**What changed in Walnut Grove Capital Partners, LP's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Investments in the Funds generally requires a minimum investment of $250,000, although Walnut Grove may accept lesser amounts in its discretion.

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

### Regulatory assets under management (Item 5.F)
- Total: $226,309,406
- Discretionary: $226,309,406
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $226,309,406 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- walnutgrove.com
- LinkedIn @walnut-grove-capital-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 4, 2021 |
| October 2022 | $155,400,000 | 6 | June 30, 2022 |
| October 2023 | $168,854,000 | 5 | March 30, 2023 |
| October 2024 | $172,500,000 | 6 | March 28, 2024 |
| October 2025 | $192,806,000 | 6 | March 31, 2025 |
| October 2026 | $226,309,406 | 6 | September 11, 2026 |

Regulatory assets under management: $155,400,000 in the October 2022 data and $226,309,406 in the October 2026 data, up 46%.
Total employees: 6 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $192,806,000 to $226,309,406 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walnut Grove Capital Partners, LP (CRD 300721): Form ADV filing data as of October 2026.