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WINSHORE CAPITAL PARTNERS LP

NEW YORK, NY · CRD 300347 · IAPD ↗ · winshorecapital.com · 646-751-5668

$6.30BRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

62
March 2025 — WINSHORE CAPITAL PARTNERS LP grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
March 2025 — WINSHORE CAPITAL PARTNERS LP reported RAUM up 263% ($1.56B -> $5.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — WINSHORE CAPITAL PARTNERS LP crossed $1B in regulatory AUM ($766.3M -> $1.56B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.