Winvest Investments L.P.
Firm details
- Headquarters
- Montrose, Colorado
- CRD number
- 114358
- Registered since
- June 25, 2012
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals73.15%
- HNWI26.85%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Winvest Investments L.P. is an independent, limited partnership advisory firm focused on portfolio management for individuals and small businesses. The firm serves a private client base of individuals and families and charges fees based on a percentage of assets under management. Its filings show registrations in Colorado and Texas and its operating model emphasizes equity exposure rather than ESG-driven strategies or multi-state advisory programs. The firm does not present itself as a capital allocator to outside private funds.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents10%
- Non-Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montrose, CO
Montrose
Location
Montrose, CO
Headquartered in Montrose, CO, in the West of the United States.
- Region
- West
- County
- Montrose
- Address
- 20349 Pahgre Rd
- Time zone
- MT (UTC-7)
- Office locations
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