WALNUT INVESTMENT SERVICES LLC

WALNUT INVESTMENT SERVICES LLC of BROOKLYN, NY is an SEC-registered investment adviser (CRD 113666). Regulatory assets under management: $94.0M.

Registration

• CRD: 113666
• SEC file number: 801-128864
• Type: Registered investment adviser
• Location: 1018 8TH AVENUE, BROOKLYN, NY, 11215
• Phone: 718-788-1972
• Latest filing: 2026-04-06
• Regulatory AUM: $94.0M
• Discretionary AUM: $94.0M
• Clients: 2
• Accounts: 308

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search