WINSHORE CAPITAL PARTNERS LP

RIASEC RegisteredEst. 2020
Total AUM
$6.3B
Discretionary
$6.3B
100% of AUM
Avg account
$3.2B
Accounts
2
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
300347
Registered since
March 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Winshore Capital Partners LP is a limited partnership formed in 2020 that serves institutional investors through management of pooled investment vehicles. The firm acts as a sponsor of limited partnerships and provides portfolio management for those pooled vehicles rather than operating as a multi-state advisory business or a pension consultant. Its fee model combines a percentage of assets under management with performance-based fees, a structure that aligns the firm’s economics with outperformance and is typical for managers running closed-end or alternative funds. Winshore is not positioned as an ESG-focused investor and is not registered as a multi-state adviser. The client base is institutional and highly concentrated, suggesting the firm structures bespoke or large-scale mandates rather than a broad retail offering. The firm is classified as a domestic entity and owner type indicates individual ownership; it is not identified as a capital allocator to third-party managers.

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

Owners & executives

1 of 1
  • WEN YANG

    Chief Compliance OfficerCRD 6719941

Contacts

1 of 1
  • GANG HU

    DirectorCRD 4260014

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
125 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth