WINDROSE ADVISORS LLC

CRD 152145 · SEC 801-70859

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WATERMILL CENTER, 800 SOUTH STREET, SUITE 600, WALTHAM, MA, 02453, United States

Phone

(617) 421-1750

Fax

(857) 241-2222

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.67B

Discretionary AUM

$982.5M

Team

23 total employees; 8 advisory reps

Clients

51-100

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	70	$1.46B
Pooled investment vehicles	71	$982.5M
Charitable organizations	12	$229.4M

States served

CA, IL, MA, NY, TX, FL

All web addresses on file

https://www.linkedin.com/company/windrose-advisors
https://windroseadvisor.com

Official SEC filing: View on IAPD