Be advised. This firm is no longer registered.

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).

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
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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