WINDROSE HEALTH INVESTORS, LLC

RIASEC RegisteredEst. 2012

Total AUM

$7B

Discretionary

$7B

100% of AUM

Avg account

$584M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 160311
Registered since: March 8, 2012
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Windrose Health Investors, LLC is a private equity manager focused on pooled investment vehicles for institutional clients. The firm is organized as an LLC and has been registered with the SEC since 2012. It charges both asset-based fees and performance fees and provides portfolio management for closed-end and pooled funds. Windrose serves primarily institutional investors and is not identified as an active ESG investor. Ownership includes both domestic corporate and individual stakeholders, and the firm has roles that extend beyond adviser responsibilities—acting as sponsor, general partner, and managing member of pooled investment vehicles.