Walton Street Capital, L.L.C.
- Regulatory AUM
- $9.8B
- Discretionary
- $9.8B
- Clients
- 55
- Avg AUM / client
- $178M
- Accounts
- 55
- Employees
- 92
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 55 | $9.8B | 100.0% |
Private funds (58)
View all →Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $11.3B combined gross assets
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mogentale, Eric, Charles | Managing Principal | Nov 1994 (32y) | Less than 5% | |
| Quicksilver, Jeffrey, Scott | Managing Principal | Nov 1994 (32y) | Less than 5% | |
| Lang, Angela, Rae | Chief Legal Officer | Jun 2010 (16y) | Less than 5% | |
| Mcdowell, Allison, O'donnell | Chief Compliance Officer | Mar 2011 (15y) | Less than 5% | |
| Watson, Richard, Allen | Chief Financial Officer | Jul 2012 (14y) | Less than 5% | |
| Sotoloff, Stephen, Blair | Senior Principal | Mar 2018 (8y) | Less than 5% | |
| Bloom, Robert, Samuel | Managing Principal | Mar 2021 (5y) | Less than 5% | |
| Ratke, Richard, Blair | Managing Principal | Mar 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Walton Capital Advisors, L.P. | Sole Member | Dec 2011 | A | 75% or more |
| Wca Managers, Inc. | General Partner | Dec 2011 | B | GP / trustee / elected manager of Walton Capital Advisors, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (58, $11.3B gross assets)
Top 25 of 58 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 15.3 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
- • Other fees
- • REAL ESTATE ACQUISITION FEES AND OVERSIGHT FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗