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
750 Third Avenue,, 33rd Floor, New York, NY 10017
http://www.windcrestpartners.com
By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • 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
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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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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