SourcingSourcing

WALTON STREET CAPITAL, L.L.C.

C35
CRD 147210·SEC 801-69403·CHICAGO, IL
AUM
$9.76B
$1B+
Est. Revenue
$97.6M
@ 1% on AUM
Est. EBITDA
$29.3M
@ 30% margin
Est. Deal Value
$234.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WALTON STREET CAPITAL, L.L.C.
CRD
147210
SEC file #
801-69403
EIN
—
DBA names
—

Economics

AUM
$9.76B
AUM band
$1B+
AUM trajectory
'20'26
$12.32B → $9.76B▼ -21%
Client mix
Pooled Investment Vehicles55

Operations

Employees (total)
92
Advisory staff (per ADV)
58
Advisory staff (5-yr trend)
'20'26
83 advisors → 58 advisors▼ -30%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/walton-street-capital/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WALTON CAPITAL ADVISORS, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
WALTON CAPITAL ADVISORS, L.P.
BLOOM, ROBERT, SAMUEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank65
Wells Fargo58
Jpmorgan30
E*trade4
Bny Mellon2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (8)

8
BLOOM, ROBERT, SAMUEL
Executive Officer · 2.5%
2783008
LANG, ANGELA, RAE
Executive Officer · 2.5%
6048314
MCDOWELL, ALLISON, O'DONNELL
Executive Officer · 2.5%
2984721
MOGENTALE, ERIC, CHARLES
Executive Officer · 2.5%
1571244
QUICKSILVER, JEFFREY, SCOTT
Executive Officer · 2.5%
5527144
RATKE, RICHARD, BLAIR
Executive Officer · 2.5%
5012061
SOTOLOFF, STEPHEN, BLAIR
Executive Officer · 2.5%
6931562
WHALEN, ANTHONY, JOHN
Executive Officer · 2.5%
8243855