Wind Point Partners
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Overview
Wind Point Partners operates as an advisory company that has its headquarters in Chicago, Illinois. It controls $6.1 billion in assets over 17 customer accounts, placing it among the largest firms in the United States by assets under management (AUM). The firm has an average-sized group, including 23 financial advisors. Wind Point Partners is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets like options, bonds and equities.
Wind Point Partners administers all of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction choices without needing client permission. The investment advisory firm manages about $360.1 million in assets for each client account. The typical financial advisor at Wind Point Partners administers fewer than one client account, making it one of the most individualized advisor firms in the country.
The company's headquarters is at 676 N. Michigan Ave., Chicago, Illinois 60611. The firm is legally allowed to serve clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wind Point Partners by the Numbers
$6.1 billion
44
17
$360.1 million
Fee Structure
Financial advisory fees usually vary depending on the type of financial services provided. Fee types charged by the company most likely include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Wind Point Partners.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Wind Point Partners provides services to pooled investment vehicles. Out of its 17 accounts, Wind Point Partners's biggest client is pooled investment vehicles. Around 24% of the firm's clients are represented by people from outside of the U.S.
- 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
Wind Point Partners does not have any disclosures.
Please visit its Form ADV for more details.
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