W
$172.6M Total AUM
$172.6M Disc. AUM
11.2% 3Y CAGR
3 Employees
2 ADV. Clients
19 yrs Firm Age
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- Custodian
- BNY Mellon · Citibank · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2007
- Office Locations
- 1
Office Locations
8701 W. Dodge Rd. Suite 445 Omaha NE
About Walnut Private Equity Partners, LLC
Walnut Private Equity Partners, LLC is a Omaha-based RIA. The firm has been operating for 19 years. Managing $172.6M in total assets under management, with 2 advisory representatives. They custody assets with BNY Mellon and Citibank.
Team overview
-- AVG AGE
$86.3M AVG AUM / ADVISOR
$86.3M AVG AUM / CLIENT
16.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEVEN WILLIAM SELINE
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Managing Member, President
- CRD
- --
- Ownership
- 50% but less than 75%
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C
Casey Ann Kathleen Seline
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- CRD
- --
- Ownership
- 10% but less than 25%
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S
Sarah H Willson
--
- CRD
- #4855942
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,610,119 | $86,305,060 |
| Non-Discretionary | $0 | -- |
| Total | $172,610,119 | $86,305,060 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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| Equity - Exchange | Available | Available |
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13F Holdings | Q2 2026
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| Available | Available | Available | Available | Available | Available |
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