Wind Point Partners

Fee-Only (% of Portfolio)

Wind Point Advisors manages private investment funds, identifying and evaluating investment opportunities, negotiating investments, managing and monitoring investments, and achieving dispositions for such investments. Investments are predominantly in non-public companies, although investments in public companies are permitted. The firm's senior principals serve on portfolio company boards or otherwise act to influence control or management.

Assets Under Management$6.6B
Clients14
AdvisorsN/A
Avg. per Client$470M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Wind Point Advisors does not directly manage investments for individual investors. The firm manages private investment funds.

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Location

0 Advisors at this firm

No advisors found for this firm.