The WINDSOR ADVISORY GROUP is a privately held investment adviser that advises $2.92Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. WINDSOR ADVISORY 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 107.19% over the last 5-years.
The Group has been registered with the SEC for 23.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2130 QUARRY TRAILS DR 1ST FLOOR, COLUMBUS, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 14 investment and 8 non-investment staff. The total number of Employees increased by 37.5% over the last 5-years.
Their $2.92Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 97 other accounts. Assets of High Net Worth Individuals clients own $2.29Bn or 78.38% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $334.62mn or 11.44% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 75.51% and 24.49% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WINDSOR ADVISORY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.