Walrus Partners, Llc
- Regulatory AUM
- $9.0M
- Discretionary
- $9.0M
- Clients
- 14
- Avg AUM / client
- $640K
- Accounts
- 7
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jan 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $0 | — |
| High net worth individuals | 6 | $6.1M | 68.5% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.2M | 24.6% |
| Corporations and other businesses | 1 | $620K | 6.92% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2012 · $24.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| S2 Partners, Lp master | Hedge Fund | Minnesota | $24.0M | 50 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Brown & Brown, Inc Employee Savings Plan Brown & Brown, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Last, Randall, Russell | President, Chief Compliance Officer, Managing Directo Portfolio | Feb 1997 (30y) | 50% – 75% | |
| Ramsley, Walter, Christopher | Chairman, Managing Director, Compliance Officer | Feb 1997 (30y) | 50% – 75% | |
| Scott Allen Billeadeau | Registered representative | CFA | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $24.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| S2 Partners, Lp | Hedge Fund | $24.0M | $100K | 50 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown, Inc. | 12,393 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 1.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Pershing $2.5M (28% of AUM) Jan 2026
- Charles Schwab & Co. $801K (9% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗