RIA Intel›Advisers›Pennsylvania›LLR WALNUT, L.P.

LLR WALNUT, L.P.

Advisory

N·PHILADELPHIA, PA

Data as of Mar 31, 2022 · Source: SEC Form ADV

Total AUM

$4.4B

1-Year AUM Growth

+3.5%

3-Year CAGR

+14.8%

Employees

41

Assets Under Management

Total AUM$4.4B

Discretionary AUM$4.4B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees41

Investment Advisers97

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingJan 30, 2019

Latest FilingMar 31, 2022

🔒 Full AUM trend chart and 12 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LLR WALNUT, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.