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⚲
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| Windsor Capital Management LLC
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| |
|---|---|
| CRD # | 116593 |
| SEC # | 801-64200 |
| CIK # | 0001543100, 0002034160 |
| AUM | $619.8 MM (2024-01-22) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 480-515-3514 |
| Address | 20860 North Tatum Blvd Phoenix, AZ 85050 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 5.6 | ||
| AAPL | 2,382,844.0 | 4.7 | |
| WMT | 335,434.5 | 2.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 220.3 |
| (b) Individuals (high net worth individuals) | 188 | 330.4 |
| (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 | 85 | 42.4 |
| (h) Charitable organizations | 6 | 8.2 |
| (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 | 17 | 18.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,200 | 619.8 |
| By Discretionary | ||
| Discretionary | 1,200 | 619.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,200 | 619.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 619.8 | |
| Total | 1,200 | 619.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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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|---|---|---|
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AM Investment Strategies LLC
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TN | 0.6 |
|
Kahn Brothers Advisors LLC
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NY | 0.6 |
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TX | 0.6 |
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CO | 0.6 |
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CA | 0.6 |
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NY | 0.6 |
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LSY Inc
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CA | 0.6 |
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Cadent Capital Advisors LLC
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OK | 0.6 |