WINDJAMMER CAPITAL INVESTORS
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 160396
- Registered since
- March 16, 2012
- Website
- www.windjammercapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Windjammer Capital Investors operates as a limited partnership focused on managing pooled private investment vehicles for institutional clients. Formed and SEC-registered in 2012, the firm acts as sponsor, general partner and managing member of its funds, concentrating on private equity as its core product while also engaging with third‑party managers. Its advisory activity is centered on portfolio management for pooled investment vehicles rather than direct retail advisory. The firm reports active ESG integration into its investment process and uses a fee model combining a percentage of assets under management with performance‑based fees typical of private fund structures. Windjammer’s client base is institutional, and its business model reflects a capital‑provider and manager role: raising and operating closed‑end private equity funds, overseeing fund-level governance and deploying capital across sponsored vehicles. The firm’s regulatory profile indicates it is not structured as a multi‑state registered adviser for retail accounts, underscoring its focus on institutional limited partners and pooled fund administration.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SHANNON MOFFETT
CFO & CCOCRD 7437668
Contacts
2 of 2GREGORY BONDICK
Managing PrincipalCRD 6923742
JEFFREY MIEHE
Managing PrincipalCRD 2489166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 840 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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