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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2021
- Office Locations
- 1
Office Locations
About Winchester Capital Services, LLC
Winchester Capital provides fixed-fee strategic research and consulting for cross-border M&A and private equity, supporting complex transactions across 40+ countries. Serving sophisticated international buyers, sellers, and owners, it delivers market and comparable-valuation research before bankers are engaged. The firm’s WinStar® M&A Global Resource provides end-to-end M&A process intelligence, with offices near Yale and in London’s St James’s Square.
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Investment Vehicles
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Owner & Executives
AMY E WINCHESTER
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, Managing Member
- CRD
- #3190129
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,194,254 | -- |
| Total | $19,194,254 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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