Investment adviser · CRD 164789

WINTERSET INVESTMENTS, LLC

Investment adviser filing (IA)

PITTSBURGH, PA, United States · Form ADV filed Mar 16, 2017

Regulatory AUM
$22M
Form ADV · Item 5.F
Client accounts
223
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 16, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

651 HOLIDAY DRIVE, FOSTER PLAZA 5 SUITE 300
PITTSBURGH, PA, 15220, United States

CRD 164789

Filing source

Form ADV 1079511 · Mar 16, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.