Walnut Grove Capital Partners

Overview

Walnut Grove Capital Partners is a Memphis-based investment firm specializing in partnering with entrepreneurial founders, families, and management teams to build enduring businesses. The firm focuses on both private equity and venture capital investments, targeting companies with enduring competitive advantages across various industries. Their investment strategy involves identifying businesses with long growth runways and sustainable competitive positions. They manage funds investing in long-term, concentrated portfolios of both publicly traded and private businesses, aiming to generate attractive risk-adjusted returns. The firm emphasizes a client-centric approach, providing personalized and transparent financial guidance. They are committed to building long-term relationships and empowering clients to make informed decisions to secure their financial future.

Investment Focus

• Performance-based fees may apply
• Clients have investment discretion for their accounts
• Provides detailed quarterly, semi-annual, and year-end performance reports
• Follows a Code of Ethics to ensure compliance with securities laws
• Maintains a Proxy Voting Policy for voting client securities in their best interests
• Does not engage in soft dollar practices, directed brokerage, or trade aggregation
• Selects broker-dealers based on execution efficiency, financial stability, and other factors, ensuring best execution for clients
• Does not permit clients to direct brokerage arrangements