Windsor Advisory Group

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Windsor Advisory Group — overview

Type

Hedge Fund Manager

Location

Columbus, OH, US

Alternative Asset Class

HF

Established

2002

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

22

About

Established in 2002, Windsor Advisory Group is an Ohio-based hedge fund manager. The firm provides family office services to individuals, its families, and family offices. The services provided are client-dependent and may include consulting and family office services for various financial matters. Consulting services include consulting on client’s taxes, trust and estate, charitable giving, insurance, banking, and private business transactions. Family office services involve acting as a personal CFO (chief financial officer) and coordinating with the family’s team of professionals, including attorneys, accountants, and other trusted advisers.
Asset ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity--
Private Debt--
Real Estate--
Infrastructure--
Natural Resources--
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds1Structured Credit

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Windsor Advisory Group - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
AssociateColumbus, USHF
AssociateColumbus, USHF

Showing 2 of 2 known decision makers Windsor Advisory Group

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Windsor Advisory Group - hedge funds managed (1)

Fund NameShare ClassesInception DateCore StrategyStatusLatest AUM
WAG-Tide Rock-Structured CreditActive

Showing 1 of 1 hedge funds managed by Windsor Advisory Group

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