Walnut Investment Services LLC
● SEC registered since 2023CRD 113666SEC# 801-128864Brooklyn, NY
Reg. AUM
$94M
Employees
2
Accounts
308
Location
Brooklyn, NY
Walnut Investment Services LLC assets under management
Walnut Investment Services LLC operates as an SEC-registered investment adviser based in Brooklyn, NY. The firm has been registered since 2023. It reports $94 million in regulatory assets under management and employs 2 people.
Walnut Investment Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harvey M Kraus Control | Managing Partner | 50-75% | 2001 |
| Mark Blinderman Control | Managing Partner/Chief Compliance Officer | 50-75% | 2001 |
Frequently asked questions
How much does Walnut Investment Services LLC manage?
Walnut Investment Services LLC reports $94 million in regulatory assets under management on its Form ADV.
How many employees does Walnut Investment Services LLC have?
Walnut Investment Services LLC reports 2 employees.
Where is Walnut Investment Services LLC located?
Walnut Investment Services LLC is based in Brooklyn, NY and has been SEC-registered since 2023.
Does Walnut Investment Services LLC disclose fund performance?
Walnut Investment Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1018 8th Avenue, Brooklyn, NY 11215 |
| Phone | 718-788-1972 |
| Fax | 718-832-2565 |
| Office hours | 9 - 5:30 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$94M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$94Mregulatory AUM
Discretionary $94M