9AT: WINDMARK INVESTMENT PARTNERS, INC.

Adviser Profile

As of Date	03/24/2026
Registration	SEC, Approved, 10/19/2004
ADV Location	WILMINGTON, DE, United States
Contact Info	302 xxxxxxx
Websites

AUM^*	233,287,932 3%
of that, discretionary	233,287,932 3%
Number of Employees	14 -7%
of those in investment advisory functions	12 -8%
Private Fund GAV^*	0
Avg Account Size	116,643,966 3%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm
- Pension consultant

Client Types

- Pension and profit sharing plans
- State or municipal government entities

Advisory Activities

- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GENERAL PARTNER, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM318.4m	#Funds-
Adviser CAPSTONE ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM241.3m	#Funds-
Adviser LADDER CAPITAL ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM879.4m	#Funds-
Adviser CONSTITUTION CAPITAL PM, L. P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM910.8m	#Funds-
Adviser FRANKLIN BSP CAPITAL ADVISER LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.2b	#Funds4
Adviser H.I.G. WHITEHORSE ADVISERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM615.1m	#Funds-
Adviser FS FUND ADVISOR, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser AGTB FUND MANAGER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.5b	#Funds1
Adviser PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM479.1m	#Funds-
Adviser L. C. BHANDARI & CO.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM344.3m	#Funds-

Brochure Summary

Overview

Windmark Investment Partners, Inc. (Windmark), provides independent and customized investment advisory services, including non-discretionary consulting and discretionary asset management services to pension funds, endowments, foundations, and other institutional investors. As of December 31, 2023, Windmark advised on assets of $20,279,667,000 on a consulting basis and managed client assets of $225,558,000 on a discretionary basis. Windmark is engaged in the business of providing investment advisory services, including non-discretionary consulting and discretionary asset management services, to institutional clients. Windmark’s services include facilitating client development of investment policy, risk management, portfolio construction, asset allocation, separate account investment manager selection and monitoring, commingled and illiquid investment vehicle manager selection

and monitoring, alternative asset strategies, and the likely interaction among these investment types. Advisory services are provided for client accounts based on a client’s needs and expectations. A strategy is developed from, but not limited to, understanding a client’s liability responsibilities, risk tolerance, return expectations, liquidity requirements and investment guidelines. Clients may impose reasonable restrictions on investing in certain securities or types of securities. Windmark has provided these services since 1979, originally as the consulting division of another company, and as a separate corporation since 2004. The company was renamed Windmark Investment Partners, Inc. in 2018. Windmark, a Delaware Corporation, is independent and 100% employee owned. Windmark’s principal owners are Robert Gooderham, Garry Musto, and Seth Yablonovitz.

WINDMARK INVESTMENT PARTNERS, INC.

WINDMARK INVESTMENT PARTNERS, INC.

ASHFORD CONSULTING GROUP, INC.

Adviser Profile

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Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

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Employees

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WINDMARK INVESTMENT PARTNERS, INC. WINDMARK INVESTMENT PARTNERS, INC. ASHFORD CONSULTING GROUP, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

WINDMARK INVESTMENT PARTNERS, INC.

WINDMARK INVESTMENT PARTNERS, INC.

ASHFORD CONSULTING GROUP, INC.