Walnut Private Equity Partners, Llc
- Regulatory AUM
- $173M
- Discretionary
- $173M
- Clients
- 2
- Avg AUM / client
- $86.3M
- Accounts
- 2
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $173M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Seline, Steven, William | President/Managing Member/Ceo/Cco | Jan 2007 (20y) | 50% – 75% | |
| Sarah H Willson | Registered representative | Oct 2022 (4y) |
Undisclosed: 25% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 908 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Other services
Custody
Reported custodians
- BNY Mellon $161M (93% of AUM) Apr 2026
- Pershing $67.8M (54% of AUM) Mar 2018
- Bank Of Ny Mellon $56.9M (46% of AUM) Mar 2018
- Citigroup Global Markets Inc. $11.3M (7% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗