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Wealth Manager • Waltham, United States

Windrose Advisors

Windrose Advisors is a wealth manager based in Waltham, United States, founded in 2009. Verified contact details, AUM data, and investment preferences on FindLPs.

$2.0B
Assets Under Mgmt
2009
Year Founded
Wealth Manager
Investor Type
Waltham, United States
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.

Investment Focus

What Windrose Advisors Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Sectors & themes: Real Assets, Money Market Securities, Hedge Funds, Fixed Income/Debt Securities, ETFs, Equity Securities, Equity/Mutual Funds, Education, Conservative Allocation, Cash Trading Securities, Charitable Investments Finance, Alternative Investments, Traditional Investments (Liquid Assets), High-Level Sectors, Non-Profit

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: Watermill Center\n800 South Street\nSuite 600\nWaltham, MA \n02453\nUnited States

Contact Windrose Advisors

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.