Walnut Green Asset Management, Llc
State-registered
Multi-Family Office · Boutique (under $100M)
CRD 166894
· Wilmington, DE
· WWW.WALNUTGREEN.NET
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ADV data as of Jan 16, 2026
- Regulatory AUM
- $92.0M
- Discretionary
- $92.0M
- Clients
- 8
- Avg AUM / client
- $11.5M
- Accounts
- 17
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $64.9M | 70.5% |
| Pooled investment vehicles (non-investment companies) | 1 | $6.0M | 6.51% |
| Charitable organizations | Fewer than 5 clients | $21.1M | 23.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samuel Carpenter Fiechter | Registered representative | Mar 2013 (13y) | ||
| Samuel Irenee Hyland | Registered representative | Mar 2013 (13y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/16/2026 | 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Eleutherian Trust Company $48.8M (53% of AUM) Jan 2026
- The Glenmede Trust Company, N.A. $18.0M (20% of AUM) Jan 2026
- Wilmington Trust Company $15.2M (17% of AUM) Jan 2026
- Goldman Sachs $6.0M (7% of AUM) Jan 2026
- Charles Schwab & Co. $3.9M (4% 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 16, 2026.
View current Form ADV (SEC/IAPD) ↗