# Walnut Private Equity Partners, LLC

> Walnut Private Equity Partners, LLC is an SEC-registered investment advisory firm in Omaha, NE, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 168840
- Filed as: WALNUT PRIVATE EQUITY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168840
- AdvisorCensus page: https://advisorcensus.com/firm/walnut-private-equity-partners-llc-omaha-ne-168840

## Quick answers

**How is Walnut Private Equity Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Walnut Private Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Walnut Private Equity Partners, LLC located?**
Walnut Private Equity Partners, LLC's principal office is in Omaha, NE, according to its Form ADV.

**Is Walnut Private Equity Partners, LLC registered with the SEC or a state?**
Walnut Private Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168840.

**How much does Walnut Private Equity Partners, LLC manage?**
Walnut Private Equity Partners, LLC reports $172,610,119 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**How have Walnut Private Equity Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Walnut Private Equity Partners, LLC: Regulatory assets under management: $136,047,227 in the October 2021 data and $172,610,119 in the October 2026 data, up 27%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Walnut Private Equity Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2).

**Which custodians does Walnut Private Equity Partners, LLC use?**
Walnut Private Equity Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, N.A. and Citigroup Global Markets Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Walnut Private Equity 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/168840

**What changed in Walnut Private Equity Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $193,469,392 to $172,610,119 (-11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon, N.A.
- Citigroup Global Markets 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: $172,610,119
- Discretionary: $172,610,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 2 | $172,610,119 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,047,227 | 2 | March 11, 2021 |
| October 2022 | $111,746,243 | 2 | February 25, 2022 |
| October 2023 | $124,562,821 | 3 | March 17, 2023 |
| October 2024 | $145,434,023 | 3 | February 23, 2024 |
| October 2025 | $193,469,392 | 3 | June 9, 2025 |
| October 2026 | $172,610,119 | 3 | April 20, 2026 |

Regulatory assets under management: $136,047,227 in the October 2021 data and $172,610,119 in the October 2026 data, up 27%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $193,469,392 to $172,610,119 (-11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walnut Private Equity Partners, LLC (CRD 168840): Form ADV filing data as of October 2026.