WINDROSE ADVISORS LLC

Overview

Windrose Advisors LLC is an independent RIA and capital allocator that combines discretionary portfolio management with advisory services for individuals, families and institutions. The firm runs both separately managed accounts and pooled investment vehicles and is compensated through a mix of percentage-of-AUM fees and performance-based fees. Investment activity skews toward equities, with a material tilt to non-exchange-traded equity positions and significant allocations to third‑party alternative managers. Windrose also serves as a sponsor and general partner for pooled vehicles and acts as a selector of other advisers, which positions it to construct multi-manager and co-investment solutions for clients. The firm’s advisory scope covers financial planning, portfolio management for individuals and businesses, management of pooled investment vehicles, and manager selection. Windrose is not an active ESG investor and is structured as a domestic limited liability company that began SEC registration in 2009.

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Location & Offices