Walnut Grove Capital Partners, Lp
- Regulatory AUM
- $226M
- Discretionary
- $226M
- Clients
- 9
- Avg AUM / client
- $25.1M
- Accounts
- 9
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $226M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $173M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Marked Tree Partners Holdings, Lp | Private Equity Fund | Delaware | $94.1M | 2 |
| Walnut Grove Partners, Lp | Hedge Fund | Delaware | $47.6M | 57 |
| Marked Tree Partners I, Lp | Private Equity Fund | Delaware | $23.9M | 33 |
| Marked Tree Ssi Co Invest, Lp | Private Equity Fund | Delaware | $6.9M | 5 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thompson, Samuel, A | Limited Partner | Jul 2013 (13y) | 75% or more | |
| Ball, Erik, Nathaniel Solum | Limited Partner | Dec 2019 (7y) | 10% – 25% | |
| Weinstein, Matthew, Brandt | Cco / Coo | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Walnut Grove Capital Partners, Llc | General Partner | Jul 2013 | A | Less than 5% |
Undisclosed: 0% – 15% 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 (4, $173M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Marked Tree Partners Holdings, Lp | Private Equity Fund | $94.1M | $1.0M | 2 |
| Walnut Grove Partners, Lp | Hedge Fund | $47.6M | $250K | 57 |
| Marked Tree Partners I, Lp | Private Equity Fund | $23.9M | $250K | 33 |
| Marked Tree Ssi Co Invest, Lp | Private Equity Fund | $6.9M | $100K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.03 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 pooled investment vehicles
Custody
Firm reports having 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: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗