WINDGATE UC4K LLC
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 305578
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2CHARLES ANDERSON
Executive ChairmanCRD 1294479
SCOTT KLEBERG
Managing MemberCRD 2279065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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