WINVEST INVESTMENTS L.P.

CRD 114358 · SEC 801-67559

20349 PAHGRE ROAD, MONTROSE, CO, 81403-8627, United States

Phone

970-249-3602

Fax

970-249-3625

Registration

— (—)

Source

State registered

Total AUM

$53.1M

Discretionary AUM

$35.3M

Team

2 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Partnership

Filing date

2026-01-30

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	9	$38.8M
High net worth individuals	4	$14.3M

Official SEC filing: View on IAPD