WINDMARK INVESTMENT PARTNERS, INC.
CRD #131880 SEC #801-63587 WILMINGTON, DE 302-691-0228
SEC Registered
Total AUM
$225.1M
Discretionary
$225.1M
Employees
14
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $225.1M | $225.1M | $0 | 14 | 5 |
| Mar 2024 | $225.6M | $225.6M | $0 | 15 | 5 |
| Mar 2023 | $215.3M | $215.3M | $0 | 15 | 5 |
| Aug 2022 | $282.1M | $282.1M | $0 | 15 | 5 |
| Mar 2022 | $282.1M | $282.1M | $0 | 15 | 5 |
| Mar 2021 | $282.7M | $282.7M | $0 | 14 | 5 |
| Mar 2020 | $254M | $254M | $0 | 13 | 5 |
| Mar 2019 | $215.9M | $215.9M | $0 | 12 | 5 |
| Jul 2018 | $231.1M | $231.1M | $0 | 11 | 6 |
| Feb 2018 | $231.1M | $231.1M | $0 | 11 | 6 |
| Oct 2017 | $223M | $223M | $0 | 11 | 6 |
| Oct 2017 | $223M | $223M | $0 | 11 | 6 |
| Nov 2016 | $189.3M | $189.3M | $0 | 11 | 1 |
| Dec 2015 | $171.9M | $171.9M | $0 | 12 | 1 |
| Dec 2014 | $198M | $198M | $0 | 13 | 1 |
| Dec 2014 | $198M | $198M | $0 | 13 | 1 |
| Mar 2014 | $173.4M | $173.4M | $0 | 10 | 1 |
| Nov 2013 | $173.4M | $173.4M | $0 | 10 | 1 |
| Nov 2012 | $163M | $163M | $0 | 10 | 1 |
| Feb 2012 | $10.7B | $115.4M | $10.6B | 6 | 1 |
| Nov 2011 | $10.1B | $105.9M | $9.9B | 6 | 1 |
| Apr 2011 | $9.9B | $102.5M | $9.8B | 10 | -- |
| Mar 2011 | $9.9B | $102.5M | $9.8B | 10 | -- |
| Mar 2011 | $8.9B | $133.9M | $8.8B | 10 | -- |
| Dec 2010 | $8.9B | $133.9M | $8.8B | 10 | -- |
DateMar 2025
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees14
Clients5
DateMar 2024
Total AUM$225.6M
Discretionary$225.6M
Non-Disc.$0
Employees15
Clients5
DateMar 2023
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees15
Clients5
DateAug 2022
Total AUM$282.1M
Discretionary$282.1M
Non-Disc.$0
Employees15
Clients5
DateMar 2022
Total AUM$282.1M
Discretionary$282.1M
Non-Disc.$0
Employees15
Clients5
DateMar 2021
Total AUM$282.7M
Discretionary$282.7M
Non-Disc.$0
Employees14
Clients5
DateMar 2020
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees13
Clients5
DateMar 2019
Total AUM$215.9M
Discretionary$215.9M
Non-Disc.$0
Employees12
Clients5
DateJul 2018
Total AUM$231.1M
Discretionary$231.1M
Non-Disc.$0
Employees11
Clients6
DateFeb 2018
Total AUM$231.1M
Discretionary$231.1M
Non-Disc.$0
Employees11
Clients6
DateOct 2017
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees11
Clients6
DateOct 2017
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees11
Clients6
DateNov 2016
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients1
DateDec 2015
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees12
Clients1
DateDec 2014
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees13
Clients1
DateDec 2014
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees13
Clients1
DateMar 2014
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees10
Clients1
DateNov 2013
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees10
Clients1
DateNov 2012
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees10
Clients1
DateFeb 2012
Total AUM$10.7B
Discretionary$115.4M
Non-Disc.$10.6B
Employees6
Clients1
DateNov 2011
Total AUM$10.1B
Discretionary$105.9M
Non-Disc.$9.9B
Employees6
Clients1
DateApr 2011
Total AUM$9.9B
Discretionary$102.5M
Non-Disc.$9.8B
Employees10
Clients--
DateMar 2011
Total AUM$9.9B
Discretionary$102.5M
Non-Disc.$9.8B
Employees10
Clients--
DateMar 2011
Total AUM$8.9B
Discretionary$133.9M
Non-Disc.$8.8B
Employees10
Clients--
DateDec 2010
Total AUM$8.9B
Discretionary$133.9M
Non-Disc.$8.8B
Employees10
Clients--