WINDHAM CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
299860
Registered since
February 14, 2019

Firm profile

FINTRX

Overview

Windham Capital Partners LLC is a limited liability company that operates in the financial advisory space. Established in 2019, the firm specializes in managing pooled investment vehicles, primarily focusing on venture capital. While it does not identify as a capital allocator, Windham Capital Partners is involved in the sponsorship and management of various investment funds. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

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
  • Adam Fine

    CEOCRD 7057269

Contacts

1 of 1
  • Joseph Proto

    Co-FounderCRD 7057274

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
500 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth