WINFOREST LLC
Doing business as WINFOREST PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$201,426,485
Discretionary
$201,426,485
Non-discretionary
$0
Firm details
- CRD number
- 329673
- SEC file number
- 801-136865
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of November 2026.