Windrose Advisors

EST. AUM
$2,669,012,816

CONTACTS
7

CLIENT ACCOUNTS
600

Firm Details

Metro area Boston
CRD Number 152145
Website windroseadvisor.com
Client types

Overview

Windrose Advisors is based in Waltham, Massachusetts, just outside of Boston, with about $2.5 billion in assets. They have two components to their business. One is an OCIO focusing more on foundation endowment-type clients. The second is focused on ultra-high-net-worth individuals. A handful of the team members came out of Partners HealthCare. They do have an institutional mindset in how they allocate. They have vehicles, internally, commingled vehicles, to access various private investments. That includes venture, private credit, and some real estate as well. They also have a global equity fund that accesses underlying managers through separate accounts. They also have a need for mutual funds. A lot of their ultra-high-net-worth clients might have kids with smaller accounts, where they want to express investment ideas or they may use them in their retirement program.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Windrose Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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