WINDGATE UC4K LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FORT WORTH, Texas
CRD number
305578

Firm profile

FINTRX

Overview

Windgate Uc4k LLC is a small, privately held limited liability company that appears to operate as an adviser focused on private fund activity rather than a traditional retail advisory firm. The entity is owned by individuals and is classified as unclassified in available records. It is not designated as an active ESG investor, it does not report multi-state advisory operations, and it is not identified as a pension consultant or related adviser. Reported activity centers on a single private equity vehicle. The absence of reported retail clients or advisory accounts suggests the firm’s capital-allocation role is concentrated on that private fund and related private-market investments rather than broad discretionary wealth-management for external retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • CHARLES ANDERSON

    Executive ChairmanCRD 1294479

  • SCOTT KLEBERG

    Managing MemberCRD 2279065

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
3101 W 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth