WINDROSE ADVISORS LLC
CRD #152145 SEC #801-70859 WALTHAM, MA (617) 421-1750
SEC Registered Private Funds
Total AUM
$2.5B
Discretionary
$884.8M
Employees
24
Clients
51
Accounts
549
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $2.5B | $884.8M | $1.6B | 24 | 0 |
| Mar 2025 | $2.5B | $884.8M | $1.6B | 24 | 0 |
| Aug 2024 | $2.5B | $807.3M | $1.7B | 23 | 0 |
| Mar 2024 | $2.5B | $807.3M | $1.7B | 23 | 0 |
| Mar 2023 | $2.4B | $769.3M | $1.6B | 20 | 0 |
| Jan 2023 | $2.5B | $764.6M | $1.7B | 18 | 0 |
| Nov 2022 | $2.5B | $764.6M | $1.7B | 18 | 0 |
| Aug 2022 | $2.5B | $764.6M | $1.7B | 18 | 0 |
| Mar 2022 | $2.5B | $764.6M | $1.7B | 18 | 0 |
| May 2021 | $2.2B | $469.5M | $1.7B | 18 | 0 |
| Mar 2021 | $2.2B | $469.5M | $1.7B | 18 | 0 |
| Nov 2020 | $1.8B | $377.3M | $1.4B | 17 | 0 |
| Jun 2020 | $1.8B | $377.3M | $1.4B | 17 | 0 |
| Mar 2020 | $1.8B | $377.3M | $1.4B | 17 | 0 |
| Mar 2019 | $1.6B | $326.3M | $1.3B | 16 | 0 |
| Nov 2018 | $1.7B | $311M | $1.4B | 20 | 0 |
| Nov 2018 | $1.7B | $311M | $1.4B | 20 | 0 |
| Jul 2018 | $1.7B | $311M | $1.4B | 20 | 0 |
| Mar 2018 | $1.7B | $311M | $1.4B | 20 | 0 |
| Nov 2017 | $1.5B | $230.6M | $1.3B | 14 | 0 |
| May 2017 | $1.5B | $230.6M | $1.3B | 14 | 26 |
| Mar 2017 | $1.5B | $230.6M | $1.3B | 14 | 26 |
| Jul 2016 | $1.4B | $0 | $1.4B | 18 | 11 |
| May 2016 | $1.4B | $0 | $1.4B | 18 | 11 |
| Mar 2016 | $1.4B | $0 | $1.4B | 18 | 11 |
| Dec 2015 | $1.5B | $102M | $1.4B | 18 | 11 |
| Mar 2015 | $1.5B | $102M | $1.4B | 18 | 11 |
| May 2014 | $1.5B | $104.8M | $1.4B | 17 | 11 |
| Mar 2014 | $1.5B | $104.8M | $1.4B | 17 | 11 |
| Feb 2014 | $1.3B | $0 | $1.3B | 15 | 11 |
| Aug 2013 | $1.3B | $0 | $1.3B | 15 | 11 |
| May 2013 | $1.3B | $0 | $1.3B | 15 | 11 |
| Mar 2013 | $1.3B | $0 | $1.3B | 15 | 11 |
| Sep 2012 | $1.2B | $0 | $1.2B | 11 | 11 |
| May 2012 | $1.2B | $0 | $1.2B | 11 | 11 |
| Apr 2012 | $1.2B | $0 | $1.2B | 11 | 11 |
| Mar 2012 | $1.2B | $0 | $1.2B | 11 | 11 |
| Jun 2011 | $1.2B | $0 | $1.2B | -- | -- |
| Mar 2011 | $900M | $0 | $900M | -- | -- |
| Jan 2011 | $902M | $0 | $902M | -- | -- |
DateJul 2025
Total AUM$2.5B
Discretionary$884.8M
Non-Disc.$1.6B
Employees24
Clients0
DateMar 2025
Total AUM$2.5B
Discretionary$884.8M
Non-Disc.$1.6B
Employees24
Clients0
DateAug 2024
Total AUM$2.5B
Discretionary$807.3M
Non-Disc.$1.7B
Employees23
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$807.3M
Non-Disc.$1.7B
Employees23
Clients0
DateMar 2023
Total AUM$2.4B
Discretionary$769.3M
Non-Disc.$1.6B
Employees20
Clients0
DateJan 2023
Total AUM$2.5B
Discretionary$764.6M
Non-Disc.$1.7B
Employees18
Clients0
DateNov 2022
Total AUM$2.5B
Discretionary$764.6M
Non-Disc.$1.7B
Employees18
Clients0
DateAug 2022
Total AUM$2.5B
Discretionary$764.6M
Non-Disc.$1.7B
Employees18
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$764.6M
Non-Disc.$1.7B
Employees18
Clients0
DateMay 2021
Total AUM$2.2B
Discretionary$469.5M
Non-Disc.$1.7B
Employees18
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$469.5M
Non-Disc.$1.7B
Employees18
Clients0
DateNov 2020
Total AUM$1.8B
Discretionary$377.3M
Non-Disc.$1.4B
Employees17
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$377.3M
Non-Disc.$1.4B
Employees17
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$377.3M
Non-Disc.$1.4B
Employees17
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$326.3M
Non-Disc.$1.3B
Employees16
Clients0
DateNov 2018
Total AUM$1.7B
Discretionary$311M
Non-Disc.$1.4B
Employees20
Clients0
DateNov 2018
Total AUM$1.7B
Discretionary$311M
Non-Disc.$1.4B
Employees20
Clients0
DateJul 2018
Total AUM$1.7B
Discretionary$311M
Non-Disc.$1.4B
Employees20
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$311M
Non-Disc.$1.4B
Employees20
Clients0
DateNov 2017
Total AUM$1.5B
Discretionary$230.6M
Non-Disc.$1.3B
Employees14
Clients0
DateMay 2017
Total AUM$1.5B
Discretionary$230.6M
Non-Disc.$1.3B
Employees14
Clients26
DateMar 2017
Total AUM$1.5B
Discretionary$230.6M
Non-Disc.$1.3B
Employees14
Clients26
DateJul 2016
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees18
Clients11
DateMay 2016
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees18
Clients11
DateMar 2016
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees18
Clients11
DateDec 2015
Total AUM$1.5B
Discretionary$102M
Non-Disc.$1.4B
Employees18
Clients11
DateMar 2015
Total AUM$1.5B
Discretionary$102M
Non-Disc.$1.4B
Employees18
Clients11
DateMay 2014
Total AUM$1.5B
Discretionary$104.8M
Non-Disc.$1.4B
Employees17
Clients11
DateMar 2014
Total AUM$1.5B
Discretionary$104.8M
Non-Disc.$1.4B
Employees17
Clients11
DateFeb 2014
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees15
Clients11
DateAug 2013
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees15
Clients11
DateMay 2013
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees15
Clients11
DateMar 2013
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees15
Clients11
DateSep 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees11
Clients11
DateMay 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees11
Clients11
DateApr 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees11
Clients11
DateMar 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees11
Clients11
DateJun 2011
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2011
Total AUM$900M
Discretionary$0
Non-Disc.$900M
Employees--
Clients--
DateJan 2011
Total AUM$902M
Discretionary$0
Non-Disc.$902M
Employees--
Clients--