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 registered with the SEC in 2020 that manages pooled investment vehicles for institutional investors. The firm serves as a sponsor of limited partnerships and its regulatory filing lists portfolio management for pooled investment vehicles as the primary advisory activity. Compensation is built around a percentage-of-assets model coupled with performance-based fees, which is consistent with private fund economics. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not registered as a multi-state adviser and does not identify as an active ESG investor. It also does not position itself as a capital allocator or a pension consultant.

Assets & Accounts

Investments & Alternatives

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

    Wen Yang

    Chief Compliance OfficerCRD 6719941

Contacts

1 of 1
  • Gang Hu

    Gang Hu

    DirectorCRD 4260014

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth