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Walrus Partners, LLC (Golden Valley)


Walrus Partners, LLC is an adviser based in Golden Valley. It manages $28.05 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Massachusetts, and Minnesota.




Walrus Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Walrus Partners: assets under management

The assets under management (AUM) of Walrus Partners, LLC is $28.05 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.25 million in discretionary accounts and $1.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $846.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600 thousand.
Walrus Partners has custody of $19.4 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Walrus Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Golden Valley

The principal office where Walrus Partners, LLC performs its advisory services is located at 5020 Colonial Drive, Golden Valley, MN 55416 1105 The mailing address of the firm is 8014 Olson Memorial Hwy, Minneapolis, MN 55427 4712. An additional office of the firm is in Ashland, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 763-595-7074 or by fax 763-595-7076. The normal business hours are 8:00 a.m. thru 5:00 p.m. on Monday - Friday.


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