Walnut Grove Capital Partners, Lp

Walnut Grove Capital Partners, LP is a Memphis-based investment firm founded in 2013, specializing in providing advisory services to privately offered alternative investment funds. The firm's primary objective is to maximize long-term total returns while emphasizing capital preservation. They invest in both public and private companies, focusing on those with enduring competitive advantages. The firm manages approximately $192,806,000 in regulatory assets under management as of December 31, 2024. For their Funds, Walnut Grove charges a fixed annual asset-based management fee ranging from 1.0% to 1.25% of the net asset value, payable quarterly in advance. Performance fees may also apply. Minimum investments typically start at $250,000, with varying levels of fees, withdrawal rights, and liquidity terms. Clients have investment discretion for their accounts, and Walnut Grove provides detailed quarterly, semi-annual, and year-end performance reports. The firm follows a Code of Ethics to ensure compliance with securities laws and maintains a Proxy Voting Policy for voting client securities in their best interests. Walnut Grove does not engage in soft dollar practices, directed brokerage, or trade aggregation. They select broker-dealers based on execution efficiency, financial stability, and other factors, ensuring best execution for clients. The firm does not permit clients to direct brokerage arrangements. Overall, Walnut Grove's investment strategies involve substantial risk, and clients should be prepared for potential losses. The firm's commitment to transparency, ethical practices, and client-focused investment approach sets it apart in the financial advisory landscape.