WINVEST INVESTMENTS L.P.
CRD #114358 SEC #801-67559 MONTROSE, CO 970-249-3602
SEC Registered
Total AUM
$36.4M
Discretionary
$10.7M
Employees
1
Clients
0
Accounts
31
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $36.4M | $10.7M | $25.7M | 1 | 11 |
| Mar 2012 | $36.4M | $10.7M | $25.7M | 1 | 11 |
| Jan 2012 | $36.4M | $10.7M | $25.7M | 1 | 11 |
| Jan 2012 | $36.4M | $10.7M | $25.7M | 1 | 11 |
| Mar 2011 | $34.8M | $21M | $13.8M | 5 | -- |
| Mar 2011 | $34.8M | $21M | $13.8M | 5 | -- |
| Mar 2009 | $34M | $5.9M | $28.1M | 5 | -- |
| Mar 2008 | $40.7M | $12M | $28.7M | 5 | -- |
| Mar 2007 | $36.6M | $36.6M | $0 | 5 | -- |
| Feb 2007 | $36.6M | $36.6M | $0 | 5 | -- |
| Jan 2007 | $36.6M | $36.6M | $0 | 5 | -- |
DateApr 2012
Total AUM$36.4M
Discretionary$10.7M
Non-Disc.$25.7M
Employees1
Clients11
DateMar 2012
Total AUM$36.4M
Discretionary$10.7M
Non-Disc.$25.7M
Employees1
Clients11
DateJan 2012
Total AUM$36.4M
Discretionary$10.7M
Non-Disc.$25.7M
Employees1
Clients11
DateJan 2012
Total AUM$36.4M
Discretionary$10.7M
Non-Disc.$25.7M
Employees1
Clients11
DateMar 2011
Total AUM$34.8M
Discretionary$21M
Non-Disc.$13.8M
Employees5
Clients--
DateMar 2011
Total AUM$34.8M
Discretionary$21M
Non-Disc.$13.8M
Employees5
Clients--
DateMar 2009
Total AUM$34M
Discretionary$5.9M
Non-Disc.$28.1M
Employees5
Clients--
DateMar 2008
Total AUM$40.7M
Discretionary$12M
Non-Disc.$28.7M
Employees5
Clients--
DateMar 2007
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees5
Clients--