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Winterset Investments, LLC (Pittsburgh)


Winterset Investments, LLC is an adviser based in Pittsburgh. It manages $21.96 million of regulatory assets for 223 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Pennsylvania, Virginia, Washington, and Wisconsin.

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Winterset Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Winterset Investments: assets under management

The assets under management (AUM) of Winterset Investments, LLC is $21.96 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.5 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Winterset Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pittsburgh

The principal office where Winterset Investments, LLC performs its advisory services is located at 651 Holiday Drive, Pittsburgh, PA 15220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (844) 265-4633 or by fax (412) 386-3739. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at wintersetinv.com.


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