Walton Street Capital, L.L.C
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Overview
Walton Street Capital, L.L.C operates as a financial advisor firm that has its headquarters in Chicago, Illinois. It manages $15.2 billion in total assets across 70 accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). The firm has a large team, including 80 financial advisors. Walton Street Capital, L.L.C is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like stocks, bonds and options.
Walton Street Capital, L.L.C manages most of the company's accounts on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without needing to seek the customer's permission. It also manages six non-discretionary accounts totaling $815.4 million in assets under management. The investment advisory firm's typical account size is $216.8 million. An average financial advisor at Walton Street Capital, L.L.C administers fewer than one client account, making it one of the most personalized advisor firms in the country.
Walton Street Capital, L.L.C's main office is located at 900 N. Michigan Ave., Chicago, Illinois 60611.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Walton Street Capital, L.L.C by the Numbers
$15.2 billion
128
70
$216.8 million
Products and Services
Walton Street Capital, L.L.C offers multiple services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The company does sell products or offer services different than investment advisory services to its customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely are based on which services the firm provides the client. Fees charged by Walton Street Capital, L.L.C can consist of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Walton Street Capital, L.L.C.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its 70 clients, Walton Street Capital, L.L.C's biggest client is pooled investment vehicles. Around 20% of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Walton Street Capital, L.L.C does not have any disclosures.
Please visit its Form ADV for more details.
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