WINTERSET INVESTMENTS, LLC
CRD #164789 SEC #801-80954 PITTSBURGH, PA (844) 265-4633
SEC Registered
Total AUM
$22M
Discretionary
$22M
Employees
1
Clients
0
Accounts
223
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $22M | $22M | $0 | 1 | 200 |
| Feb 2017 | $22M | $22M | $0 | 1 | 200 |
| Mar 2016 | $58M | $58M | $0 | 1 | 0 |
| Sep 2015 | $102M | $102M | $0 | 1 | 0 |
| Jul 2015 | $102M | $102M | $0 | 1 | 0 |
| Mar 2015 | $102M | $102M | $0 | 1 | 0 |
| Feb 2015 | $102M | $102M | $0 | 1 | 0 |
| Mar 2013 | $6.6M | $6.6M | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Jan 2013 | $0 | $0 | $0 | 1 | 0 |
| Dec 2012 | $0 | $0 | $0 | 1 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2017
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees1
Clients200
DateFeb 2017
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees1
Clients200
DateMar 2016
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees1
Clients0
DateSep 2015
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients0
DateJul 2015
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients0
DateFeb 2015
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$6.6M
Discretionary$6.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0