The CHRISTOPHER EDWARD WINN GROUP is a privately held investment adviser that advises $55.38Bn in regulatory assets under management held in 2 SEC fund types across 6 investment strategies. CHRISTOPHER EDWARD WINN GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 736.6% over the last 5-years.
The Group has been registered with the SEC for 44.29 years and is comprised of 36 filing and 0 relying advisers. They operate out of 128 office locations with their Headquarters at 100 S. ASHLEY DRIVE SUITE 830, TAMPA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 711 employees comprised of 401 investment and 310 non-investment staff. The total number of Employees increased by 251.98% over the last 5-years.
Their $55.38Bn in assets advised are owned by 17 private funds, 1 public fund and BDCs and 747 other accounts. Assets of High Net Worth Individuals clients own $40.42Bn or 72.99% of Total Assets and Individuals own $8.81Bn or 15.91% of Total Assets.
The Group's top investment strategies include Traditional LBO, Long/Short Equity and Multi Strat, representing 26.49%, 22.58% and 17.48% of total assets, respectively.
They advise 9 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 3 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CHRISTOPHER EDWARD WINN GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 3 funds.