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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WALNUT PRIVATE EQUITY PARTNERS, LLC

CRD 168840

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ecb5bfce-9f18-ecea-4db4-252bc7ec0c88

Data as of Apr 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Aug 21, 2013 to Apr 20, 2026
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Walnut Private Equity Partners, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $173MItem 5.F on the latest filing (2026-04-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $173M
Private client RAUM: $173MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $173Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 0
High net worth clients: 2
SEC number: 801-78492
CRD: 168840
Filings on the tape: 17
First filed: Aug 21, 2013
Latest filed: Apr 20, 2026
Organised: Limited Liability Company, NE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Sarah H Willson	n/a	OMAHA, NE	3	19	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SELINE, STEVEN, WILLIAM	PRESIDENT/MANAGING MEMBER/CEO/CCO	D	yes	01/2007	Aug 21, 2013	Feb 23, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 20, 2026	$173M	$173M	3	2	0	n/a	n/a
2024	Feb 14, 2025	$193M	$193M	3	2	0	n/a	n/a
2023	Feb 23, 2024	$145M	$145M	3	2	0	n/a	n/a
2022	Mar 17, 2023	$125M	$125M	3	2	0	n/a	n/a
2021	Feb 25, 2022	$112M	$112M	2	1	0	n/a	n/a
2020	Mar 11, 2021	$136M	$136M	2	1	0	n/a	n/a
2019	Mar 17, 2020	$146M	$146M	3	1	0	n/a	n/a
2018	Mar 13, 2019	$113M	$113M	3	1	0	n/a	n/a
2017	Mar 2, 2018	$125M	$125M	3	1	0	n/a	n/a
2016	Mar 27, 2017	$118M	$118M	1	1	n/a	n/a	n/a
2015	Feb 5, 2016	$104M	$104M	2	1	n/a	n/a	n/a
2014	Mar 11, 2015	$162M	$162M	2	1	n/a	n/a	n/a
2013	Mar 3, 2014	$145M	$145M	3	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$173M	$193M	-10.8%	$125M	11.5%	3	3	0	0

Relationships

Registered with (1)

← Sarah H WillsonAdvisorregistration: current employment
Oct 3, 2022 to presentfactForm ADV

Controls (1)

← SELINE, STEVEN, WILLIAMOwnerPRESIDENT/MANAGING MEMBER/CEO/CCO, ownership code D, individual
Aug 21, 2013 to Feb 23, 2024factForm ADV

Dated events

Occurred
Aug 21, 2013
First Form ADV filing
Walnut Private Equity Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecb5bfce-9f18-ecea-4db4-252bc7ec0c88
First observed: Aug 21, 2013
Last observed: Apr 20, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WALNUT PRIVATE EQUITY PARTNERS, LLC

CRD 168840

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ecb5bfce-9f18-ecea-4db4-252bc7ec0c88

Data as of Apr 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Sarah H Willson

n/a

OMAHA, NE

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SELINE, STEVEN, WILLIAM

PRESIDENT/MANAGING MEMBER/CEO/CCO

yes

01/2007

Aug 21, 2013

Feb 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 20, 2026

$173M

n/a

2024

Feb 14, 2025

$193M

n/a

2023

Feb 23, 2024

$145M

n/a

2022

Mar 17, 2023

$125M

n/a

2021

Feb 25, 2022

$112M

n/a

2020

Mar 11, 2021

$136M

n/a

2019

Mar 17, 2020

$146M

n/a

2018

Mar 13, 2019

$113M

n/a

2017

Mar 2, 2018

$125M

n/a

2016

Mar 27, 2017

$118M

n/a

2015

Feb 5, 2016

$104M

n/a

2014

Mar 11, 2015

$162M

n/a

2013

Mar 3, 2014

$145M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$173M

$193M

-10.8%

$125M

11.5%