other names
  • WINDSAIL CAPITAL GROUP, LLC

Adviser Profile

As of Date 03/04/2025
Registration status Registration Changed to WINDSAIL CAPITAL GROUP, LLC
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 196,262,990 -4%
of that, discretionary 196,262,990 -4%
Private Fund GAV* 0
Avg Account Size 65,420,997 -4%
SMA’s No
Private Funds 0 1

Adviser Type

- Large advisory firm

Number of Employees 6 -25%

of those in investment advisory functions 4 -33%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

206M 177M 147M 118M 88M 59M 29M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary