The Windacre Partnership LLC
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Overview
The Windacre Partnership LLC operates as an advisory company that has its headquarters in Houston, Texas. The Windacre Partnership LLC oversees $6.2 billion in assets throughout three accounts, placing it among the biggest firms in the United States by assets under management (AUM). It has a small group, including 6 financial advisors. The Windacre Partnership LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as options, bonds and equities.
The Windacre Partnership LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without requiring the client's authorization. The firm oversees roughly $2.1 billion for every client account. An average financial advisor at The Windacre Partnership LLC administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The Windacre Partnership LLC's central office is located at 2200 Post Oak Blvd., Suite 1580, Houston, Texas 77056. It is allowed to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Windacre Partnership LLC by the Numbers
$6.2 billion
10
3
$2.1 billion
Fee Structure
Financial management fees are based on which services the firm provides the client. However, fee types billed by the firm can consist of some blend of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its three customers, The Windacre Partnership LLC's largest client group is pooled investment vehicles. Around 67% of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
The Windacre Partnership LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at The Windacre Partnership LLC
Houston, TX
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