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300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-17 |
Branch Locations
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
1369 Ashford Ave Mezzanine Level, San Juan, PR 00907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonecrest Capital Markets, Inc. | Austin | TX | 01/2015 | Present |
| Stonecrest Advisors, Inc. | Austin | TX | 10/2016 | Present |
| Winlo Management Group Llc | Austin | TX | 08/2022 | Present |
| Stonecrest Partners Of Puerto Rico | San Juan | PR | 06/2018 | Present |
| Stonecrest Investment Management | San Juan | PR | 07/2021 | Present |
1. Name: Stonecrest Partners of Puerto Rico; Investment-related: No; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Admin/Service Company; Position: Chairman and part owner; Start Date: 06/18; Hours/month: 0-1; During Trading: 0-1; Duties: Chairman 2. Name: Stonecrest Advisors; Investment related: Yes; Address: 300 W 6th Street, Suite 1520 Austin, TX 78701; Nature: Investment Adviser; Position: Executive Officer; Start Date: 03/17; Hours/month: 0-1; During Trading Hours: 0-1; Duties: Executive Officer 3. Name: Stonecrest Investment Management; Investment related: Yes; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Investment Manager; Position: Partner; Start Date: 07/21; Hours/month: 120; During Trading Hours: 120; Duties: Executive Officer 4. Name: Winlo Management Group LLC; Investment related: Yes; Address: 4300 Biscayne Blvd, Suite 203 Miami, FL 33137; Nature: Broker-Dealer; Position: Indirect Owner; Start Date: 08/22; Hours/month: 0-1; During Trading Hours: 0-1; Duties: Indirect Owner 5. Name: Stonecrest Capital Markets, Inc.; Investment related: Yes; Address: 300 W 6th Street, Suite 1520 Austin, TX 78701; Nature: Broker-Dealer; Position: Executive Officer; Start Date: 03/16; Hours/month: 40; During Trading Hours: 0-1; Duties: Executive Officer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-21 |
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