WINDMARK INVESTMENT PARTNERS, INC.

Overview

Windmark Investment Partners, Inc. is a corporate registered adviser that functions as a capital allocator and adviser to institutional clients, with explicit activity in portfolio management for businesses and institutions, pension consulting, and the selection of other advisers. The firm charges fees on a percentage-of-AUM basis and also uses fixed fees, and all reported assets are managed on a discretionary basis. Windmark does not identify as an active ESG investor and is not organized as a multi-state adviser; its operating profile emphasizes institutional mandate work and outsourced manager selection. Investment activity centers on pooled public funds as the primary implementation vehicle, backed by an allocation program that incorporates third-party managers for alternative exposures. Given its pension consulting role, Windmark appears to construct multi-manager solutions and selectively allocates to external managers rather than relying solely on in-house individual security selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices