Windrose Advisors

Also known as Windrose

Wealth ManagerWaltham, United StatesFounded 2009
$2.0B
Assets Under Management
Waltham
Headquarters

About Windrose Advisors

Windrose Advisors (Windrose) is a wealth management firm based in Waltham, Massachusetts. Established in 2009, it provides wealth management services for families, foundations, and endowments. Our Partners and Directors average more than 15 years of experience investing over $100 billion for families, endowments and foundations. On that foundation, we build relationships and establish both trust and mutual respect with each client. This ensures a shared vision, and a better vision, when it comes to preserving and growing wealth. This is a modern wealth management solution.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Real AssetsMoney Market SecuritiesHedge FundsFixed Income/Debt SecuritiesETFsEquity SecuritiesEquity/Mutual FundsEducationConservative AllocationCash Trading SecuritiesCharitable Investments FinanceAlternative InvestmentsTraditional Investments (Liquid Assets)High-Level SectorsNon-Profit

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Windrose Advisors?

Windrose Advisors is a wealth manager based in Waltham, United States, managing approximately $2.0B in assets.

Where is Windrose Advisors headquartered?

Windrose Advisors is headquartered in Waltham, United States.

How much does Windrose Advisors manage?

Windrose Advisors manages approximately $2.0B in assets under management.

When was Windrose Advisors founded?

Windrose Advisors was founded in 2009.

What does Windrose Advisors invest in?

Windrose Advisors focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage.

How can I contact Windrose Advisors?

Verified contact details, key decision-makers, and investment preferences for Windrose Advisors are available on LPbacked. Create a free account to access them.