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Windham Capital Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $854.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 204
      Accounts
    • $4.2M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Scott Taylor Carleton
November 2010
Lucas F Turton
November 2010
Jennifer Brynn Dunn
November 2010
Stanley Wade Shelton
November 2010
Mark Paul Kritzman
November 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Windham Capital Gp 1, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Lucas F Turton Member July, 2005 25% to 50%
      Mark Paul Kritzman Member & Chief Executive Officer July, 1993 25% to 50%
      Stanley Wade Shelton Member October, 2013 10% to 25%
      Elizabeth Thedford Chief Compliance Officer February, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets