Winvest Investments L.P.

RIAState Registered
Total AUM
$53.1M
Discretionary
$35.3M
66% of AUM
Avg account
$4.4M
Accounts
12
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 10%, Non-Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents10%
  • Non-Investment Grade Corp Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth