Windmills Capital Inc.
Firm details
- Headquarters
- ,
- CRD number
- 149805
- Custodians
- UBS FINANCIAL SERVICES INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals86.74%
- Corporations / Businesses13.26%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Windmills Capital Inc. is an independent, corporate-structured registered investment adviser that operates as a fee-based manager charging a percentage of assets under management. The firm serves a mix of individual and family clients alongside some institutional relationships, and its advisory work centers on portfolio management for individuals and small businesses. Windmills Capital does not present itself as an active ESG investor, is not a capital allocator to third-party fund managers, and is not structured as a multi-state adviser. The firm lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents16%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations