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Winten Investment Partners, LLC

Winten Investment Partners, LLC. CRD 159339

W

CRD: 159339

Winten Investment Partners, LLC

$19.0M Total AUM
$19.0M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
01-01-2012
Office Locations
1

Office Locations

-- Krugerville TX

About Winten Investment Partners, LLC

Winton is a London-headquartered quantitative investment management firm founded in 1997. It runs evolving, multi-strategy portfolios of systematic strategies across the world’s major liquid asset classes, built on original research, rigorous statistical analysis, and deep market experience. Clients include large institutional investors and financial advisers serving individuals saving for retirement, supported by offices across four continents and five time zones.

Team overview

45 AVG AGE
$19.0M AVG AUM / ADVISOR
$246.8K AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Available

Custodian

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Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

C

COREY BRYAN WINTEN

Chief Compliance Officer, Managing Member

CRD
#4279395
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $19,000,000 --
Non-Discretionary $0 --
Total $19,000,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
U.S. Government/Agency:
Available
Corporate - Investment Grade:
Available
Corporate - Non-Investment Grade:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
U.S. Government/Agency Available Available
Corporate - Investment Grade Available Available
Corporate - Non-Investment Grade Available Available
Total Available Available

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