WINTER CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
299890
Registered since
August 20, 2021

Firm profile

FINTRX

Overview

Winter Capital, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2021. The firm functions primarily as sponsor, general partner and managing member for pooled investment vehicles, with its chief investment activity concentrated in venture capital. It does not report being an active ESG investor and is not listed as a multi-state adviser. Winter Capital’s business model centers on running private investment funds rather than providing retail advisory relationships. Investment preferences are oriented toward private equity-style, venture-focused allocations through fund structures. As the manager and sponsor, Winter Capital takes responsibility for sourcing deal flow, making portfolio company selections and managing fund-level governance. Fee structure and retail client breakdown are not disclosed in the available data.

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
  • Giles Carmichael

    ManagerCRD 7429508

  • Anthony Ghosn Bichara

    ManagerCRD 7429511

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
135 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth