WINDCREST PARTNERS INVESTMENT MANAGEMENT, LLC

NEW YORK, New York·3 registered advisors·CRD# 163650
SEC# 801-78233212-257-6704
01

Firm Overview

AUM
$157M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at WINDCREST PARTNERS INVESTMENT MANAGEMENT, LLC

3 registered advisors
James Holder Gellert
NEW YORK, New York
Michael Erwin Gellert
NEW YORK, New York
William Fitzgerald
NEW YORK, New York
05

Office Locations

NEW YORK, New York
3 advisors

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Data sourced from SEC Form ADV filings. WINDCREST PARTNERS INVESTMENT MANAGEMENT, LLC (CRD# 163650) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.