WALBERT CAPITAL MANAGEMENT, LLC

WALBERT CAPITAL MANAGEMENT, LLC of NEW CANAAN, CT is an SEC-registered investment adviser (CRD 119439). Regulatory assets under management: $18.0M.

Registration

• CRD: 119439
• Type: Registered investment adviser
• Location: 112 MAIN STREET, NEW CANAAN, CT, 06840
• Phone: 203-972-9215
• Latest filing: 2025-02-20
• Regulatory AUM: $18.0M
• Discretionary AUM: $18.0M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119439 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search