WIND POINT PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$8.6B
Discretionary
$8.6B
100% of AUM
Avg account
$572M
Accounts
15
Employees
50
Advisory reps
7

Firm details

Headquarters
CHICAGO, Illinois
CRD number
156485
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wind Point Partners is a private equity manager that organizes and runs pooled investment vehicles for institutional investors. The firm serves as sponsor, general partner and managing member for its funds, which positions it to source deals, execute transactions and drive portfolio-level operational changes. Wind Point reports being an active ESG investor, which suggests ESG factors are incorporated into diligence and ongoing portfolio oversight. Its fee model combines a percentage-of-assets component with performance-based fees and other arrangements, aligning economic incentives between the manager and its limited partners. The firm is structured as a limited liability company and focuses on portfolio management for closed‑end pooled vehicles rather than acting as a third‑party capital allocator. Its regulatory profile dates back to 2012 and its client base is institutional, reflecting a small group of large limited partners rather than a retail footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • USMAN SHAKEEL

    General Counsel and Chief Compliance OfficerCRD 6811205

  • KRISTEN TROTTA

    Chief Financial OfficerCRD 4813088

Contacts

3 of 5
  • Paul Peterson

    Managing DirectorCRD 6628403

  • ALEX WASHINGTON

    Managing DirectorCRD 3253870

  • NATHANAEL BROWN

    Managing DirectorCRD 6024509

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
676 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth