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| Happy Holidays!! thanks for using AUM13F!! |
| Windsor Capital Management LLC
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| CRD # | 116593 |
| SEC # | 801-64200 |
| CIK # | 0001543100, 0002034160 |
| AUM | $665.0 M (2025-04-08) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 480-515-3514 |
| Address | 20860 North Tatum Blvd Phoenix, AZ 85050 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 6.7 | ||
| Apple Inc | 5.9 | ||
| Taser International Inc | 3.3 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 281 | 236.9 |
| (b) Individuals (high net worth individuals) | 188 | 355.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 43.5 |
| (h) Charitable organizations | 6 | 8.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 20.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,195 | 665.0 |
| By Discretionary | ||
| Discretionary | 1,195 | 665.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,195 | 665.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 665.0 | |
| Total | 1,195 | 665.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001543100] | |
| 3 | [0002034160] | |
| SC 13D | [0002034160] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Windsor Private Capital LP | Firefly Neuroscience Inc | [2024-08-19] |
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