WINDPROOF PARTNERS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OAKLAND, California
CRD number
336426

Firm profile

FINTRX

Overview

Windproof Partners LLC is a small, privately organized investment manager structured as a limited liability company. The firm operates more as a vehicle sponsor and general partner than as a traditional multi-client advisory firm: its activities include acting as an investment adviser and sponsor and serving as GP/managing member of pooled investment vehicles. Regulatory and operating flags in the source indicate it is not an active ESG investor, does not present itself as a capital allocator, and is not identified as a multi-state adviser or a newly formed adviser. Windproof Partners appears focused on private fund activity rather than running a broad advisory business to retail or institutional clients. The information available does not describe a retail client base, fee schedules, or typical advisory services beyond pooled vehicle sponsorship and fund management.

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

Contacts

2 of 2
  • JACQUES KERREST

    ManagerCRD 8102861

  • MICHAEL BUNNING

    CRD 2296358

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OAKLAND, CA

ALAMEDA

Location

OAKLAND, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
6114 Lane Salle Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth