Winforest Partners
Firm details
- Headquarters
- ,
- CRD number
- 329673
- Registered since
- July 23, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Winforest Partners LLC is organized as a private equity manager that serves institutional investors. The firm is SEC-registered (2026) and structured as an LLC owned by an individual. Its primary activity is managing pooled investment vehicles — acting as sponsor, general partner and managing member for its funds — and it charges both a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Brett Paschke
Senior DirectorCRD 2913770
Brent Felitto
Managing DirectorCRD 1987540
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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