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July 05, 2015 12:38 AM ET

Capital Markets

Company Overview of Walnut Asset Management, LLC

Company Overview

Walnut Asset Management, LLC is a privately owned investment manager with approximately $733 million in assets under management. The firm primarily provides its services to individuals, typically high net worth individuals. It also manages accounts for families, endowment funds, foundations, pension funds, charitable organization, corporations, state or municipal government entities, and insurance companies. It manages separate client focused equity, fixed income, and balanced portfolios. The firm also manages exchange traded funds. It invests in the public equity and fixed income markets of the United States. The firm typically invests in stocks of large-cap companies with market capitaliza...

One Penn Center

1617 John F. Kennedy Boulevard

Suite 500

Philadelphia, PA 19103-1805

United States

Founded in 1988

Phone:

215-981-0776

Fax:

215-981-0581

Key Executives for Walnut Asset Management, LLC

Executive Vice President and Member of Investment Committee
Executive Vice President and Member of the Investment Committee
Executive Vice President and Member of the Investment Committee
Executive Vice President and Member of Investment Committee
Portfolio Manager and Vice President
Compensation as of Fiscal Year 2015.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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