Windmills Capital Inc.

Overview

Windmills Capital Inc. is a small advisory firm that runs discretionary equity-focused portfolios for individuals, families and a limited number of institutional or small-business clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses as its primary advisory activity. It is not an active ESG investor and does not report multi-state adviser status. Investment activity is concentrated in liquid, exchange-traded instruments, with a clear preference for equities as the core allocation. The firm's relationship with an insurance company is noted in its industry affiliations, and its product mix includes insurance-linked solutions such as annuities alongside traditional capital market exposures.

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Location & Offices