Windmill Capital Adviser
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 306699
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Windmill Capital Adviser operates as a limited liability company organized and managed as a private equity fund. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles and for business or institutional clients rather than retail households. Windmill charges fees as a percentage of assets under management and is identified as an active ESG investor. Ownership is held by an individual and the organization is not described as a multi-state adviser or a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Brian Jones
FounderCRD 3010944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 825 Oak Grove Ave
- Time zone
- PT (UTC-8)
- Office locations
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