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WIND POINT PARTNERS

WIND POINT ADVISORS LLC

CRD 156485 · SEC 801-73327

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676 N. MICHIGAN AVE., STE. 3700, CHICAGO, IL, 60611, United States

Phone

312-255-4800

Fax

312-255-4820

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.58B

Discretionary AUM

$8.58B

Team

50 total employees; 26 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; ADMINISTRATIVE FEES AND MONITORING FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles15$8.58B

All web addresses on file

Official SEC filing: View on IAPD