THE WINDACRE PARTNERSHIP LLC

RIASEC RegisteredEst. 2014
Total AUM
$11.4B
Discretionary
$11.4B
100% of AUM
Avg account
$3.8B
Accounts
3
Employees
8
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
168761
Registered since
April 29, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Windacre Partnership LLC is an SEC-registered limited liability company that operates as a hedge fund and provides portfolio management for pooled investment vehicles. Organized in 2014, the firm also functions in CPO/CTA capacities and serves as a sponsor, general partner, or managing member of pooled vehicles. Its client base is institutional, and its fee schedule combines a percentage-of-AUM charge with performance-based fees. The firm is not positioned as a capital allocator to third-party managers and is identified as neither an active ESG investor nor a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CHRISTOPHER SMITH

    CFO & COOCRD 6244934

Contacts

1 of 1
  • SNEHAL AMIN

    FounderCRD 2648076

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2200 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth