{
  "crd_number": 147210,
  "slug": "walton-street-capital-l-l-c-chicago-il-147210",
  "primary_business_name": "WALTON STREET CAPITAL, L.L.C.",
  "legal_name": "WALTON STREET CAPITAL, L.L.C.",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-07-24",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 9762575916.0,
  "raum_discretionary": 9762575916.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 92,
  "advisory_employees": 58,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 9762575916.0,
      "count": 55
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/walton-street-capital/about",
    "https://waltonst.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147210",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/walton-street-capital-l-l-c-chicago-il-147210",
  "display_name": "Walton Street Capital, L.L.C.",
  "summary": "Walton Street Capital, L.L.C. is an SEC-registered investment advisory firm in Chicago, IL, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Walton Street Capital, L.L.C. (CRD 147210): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Walton Street Capital, L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Walton Street Capital, L.L.C. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "Where is Walton Street Capital, L.L.C. located?",
      "a": "Walton Street Capital, L.L.C.'s principal office is in Chicago, IL, according to its Form ADV."
    },
    {
      "q": "Is Walton Street Capital, L.L.C. registered with the SEC or a state?",
      "a": "Walton Street Capital, L.L.C. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147210."
    },
    {
      "q": "How much does Walton Street Capital, L.L.C. manage?",
      "a": "Walton Street Capital, L.L.C. reports $9,762,575,916 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Walton Street Capital, L.L.C.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Walton Street Capital, L.L.C.: Regulatory assets under management: $11,809,699,039 in the October 2021 data and $9,762,575,916 in the October 2026 data, down 17%. Total employees: 129 in October 2021 and 92 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Walton Street Capital, L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (55)."
    },
    {
      "q": "Does Walton Street Capital, L.L.C. report any disciplinary disclosures?",
      "a": "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/147210"
    },
    {
      "q": "What changed in Walton Street Capital, L.L.C.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 60 to 58. Regulatory assets under management went from $11,038,307,924 to $9,762,575,916 (-12%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 11809699039.0,
      "total_employees": 129,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 13087030984.0,
      "total_employees": 120,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 15176315129.0,
      "total_employees": 128,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 14552941163.0,
      "total_employees": 130,
      "filing_date": "2024-03-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 11038307924.0,
      "total_employees": 99,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9762575916.0,
      "total_employees": 92,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 60 to 58.",
        "Regulatory assets under management went from $11,038,307,924 to $9,762,575,916 (-12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/walton-street-capital-l-l-c-chicago-il-147210.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 55,
      "fewer_than_5": false,
      "raum": 9762575916.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147210",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}