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
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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