WINDSAIL CAPITAL GROUP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
165352
Registered since
March 24, 2025

Firm profile

FINTRX

Overview

Windsail Capital Group, LLC is an SEC-registered investment adviser structured as a limited liability company and controlled by an individual owner. The firm operates primarily as a manager and sponsor of pooled investment vehicles, serving as general partner and managing member for its funds. Its investment activity centers on active, manager-led strategies rather than passive indexed exposures, with an emphasis on alternative asset classes and hedge-fund-style management. The adviser does not present itself as an ESG investor and is not organized as a multi-state advisory platform or pension consultant. Its operating model appears fund-centric: discretionary authority over assets is the primary relationship, and the firm functions as both investment manager and sponsor for pooled funds rather than as a traditional advisory firm focused on retail advisory accounts.

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
  • MICHAEL RAND

    Co-Founder & Managing DirectorCRD 2801518

  • IAN BOWLES

    Co-Founder & Managing DirectorCRD 1420709

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
133 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth