Winshore Capital Partners LP

RIASEC RegisteredEst. 2020
Total AUM
$6.3B
Discretionary
$6.3B
100% of AUM
Avg account
$3.2B
Accounts
2
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
300347
Registered since
March 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Winshore Capital Partners LP is a limited partnership operating as an institutional registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm registered with the SEC in 2020 and is organized under a domestic ownership structure that includes individual ownership. Its advisory scope centers on portfolio management for pooled vehicles and it also serves as a sponsor of limited partnerships, indicating a fund-sponsor role rather than a traditional outsourced allocator. Winshore charges both a percentage-of-assets fee and performance-based fees, which aligns with a manager that runs actively managed or incentive-oriented strategies. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not self-identify as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Wen Yang

    Wen Yang

    Chief Compliance OfficerCRD 6719941

Contacts

1 of 1
  • Gang Hu

    Gang Hu

    DirectorCRD 4260014

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

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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
125 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth