Walnut Private Equity Partners, LLC
Walnut Private Equity Partners, LLC is a private investment management firm headquartered in Omaha, Nebraska. The firm is focused on managing private equity portfolios and co-investments, with a primary client base of high-net-worth individuals. Founded in 2011, the firm employs 3 professionals, with the majority serving as investment professionals. Walnut Private Equity Partners manages a concentrated portfolio of alternative investments, serving select clients and aiming to deliver results through disciplined investment selection.
Investment Strategy
Walnut Private Equity Partners, LLC specializes in managing private equity and alternative investment portfolios, with an emphasis on identifying opportunities across buyout, growth, and income-oriented private equity funds. The firm acts as an advisor and manager for high-net-worth individuals, utilizing a discretionary approach to portfolio construction. Their investment philosophy focuses on diversification across sectors and geographies, rigorous due diligence, and partnership with established private equity managers who have demonstrated consistent returns and robust risk management.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BX | Blackstone Inc | 33.64% | $59.4M | 347,656 | $131.09 | $170.85 | +$7.5M |
E ET | Energy Transfer Equity LP | 19.80% | $35.0M | 2,037,500 | $14.81 | $17.16 | -$1.9M |
W WMB | Williams Cos Inc | 17.29% | $30.5M | 481,889 | $59.83 | $63.35 | +$793.4K |
M MPLX | MPLX LP | 7.29% | $12.9M | 257,500 | $47.83 | $49.95 | +$381.3K |
P PAA | Plains All American Pipeline | 5.56% | $9.8M | 575,000 | $19.80 | $17.06 | -$266.5K |