WINDSOR HERITAGE CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
339038
Registered since
October 3, 2025

Firm profile

FINTRX

Overview

Windsor Heritage Capital is a limited liability company that operates within the financial services sector, specifically focusing on commodity pool operations or commodity trading advisory. The firm is relatively new, having registered with the SEC in 2025. Its business activities are primarily centered around managing private equity funds, indicating a focus on alternative investments. Windsor Heritage Capital does not engage in ESG investing and is not classified as a multi-state adviser.

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

1 of 1
  • BRENT ALAN KINMORE

    DirectorCRD 8171129

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
140 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth