Windcrest Partners Investment Management, LLC
Windcrest Partners Investment Management, LLC (CRD# 163650) is a financial advisory firm headquartered in New York, NY. They manage $209,165,059 in 6 accounts and serve the financial needs of clients across 0 states (or territories).
Current Firm Details
Windcrest Partners Investment Management, LLC
By the Numbers
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Total Assets Under Management209MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$34,860,843
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
Financial Advisors at Windcrest Partners Investment Management, LLC
No Advisor Found.
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