WINDMILL CAPITAL ADVISER

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
MENLO PARK, California
CRD number
306699
Fee structure
Percentage of AUM
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Windmill Capital Adviser operates as a limited liability company organized and managed as a private equity fund. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles and for business or institutional clients rather than retail households. Windmill charges fees as a percentage of assets under management and is identified as an active ESG investor. Ownership is held by an individual and the organization is not described as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • BRIAN JONES

    FounderCRD 3010944

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
825 Oak Grove Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth