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Managing Partner · Walnut Investment Services LLC

Harvey M Kraus

CRD 4519827 · Named on Form ADV at one SEC-registered adviser

At a glance

Walnut Investment Services LLC, an SEC-registered wealth manager based in Brooklyn, NY with $94 million in regulatory assets, lists Harvey M Kraus on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Harvey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark BlindermanManaging Partner/chief Compliance Officer, Walnut Investment Services LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Harvey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.