WALNUT PRIVATE EQUITY Overview
Walnut Private Equity Partners Llc is an investment advisor that manages 162 MM dollars in regulatory AUM and has 2 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 136MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 136MM in positions, representing 84% of the manager's regulatory AUM.
WALNUT PRIVATE EQUITY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WALNUT PRIVATE EQUITY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BX | 29.84% | Financials | 22.61% | 1.34% | 0 | 15% | ||
| KKR | 11.93% | Financials | 28.87% | 1.23% | 0 | 11% | ||
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FEATURED IN
WALNUT PRIVATE EQUITY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven W. Seline | President/Managing Member/Cco | January-2007 |
WALNUT PRIVATE EQUITY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WALNUT PRIVATE EQUITY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Walnut Private Equity Partners use the following methods of analysis in formulating investment advice:
Fundamental – This is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of a company). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of figuring out what sort of position to take with that security (underpriced = buy, overpriced = sell or short). Fundamental analysis is considered to be the opposite of technical analys...
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Methods of Analysis
Walnut Private Equity Partners use the following methods of analysis in formulating investment advice:
Fundamental – This is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of a company). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of figuring out what sort of position to take with that security (underpriced = buy, overpriced = sell or short). Fundamental analysis is considered to be the opposite of technical analys...
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WALNUT PRIVATE EQUITY Portfolio Concentration
WALNUT PRIVATE EQUITY Location
8712 W. DODGE ROAD
#220
OMAHA, Nebraska
UNITED STATES, 68114
#220
OMAHA, Nebraska
UNITED STATES, 68114
WALNUT PRIVATE EQUITY Contact Information
Phone Number: 402-991-2201
Fax Number: 402-932-7885
Website: null
Fax Number: 402-932-7885
Website: null
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