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| Wind Point Advisors LLC
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| CRD # | 156485 |
| SEC # | 801-73327 |
| CIK # | |
| AUM | $6.6 B (2025-03-31) |
| Employees | 47 (53% Investors, 0% Brokers) |
| Phone | 312-255-4800 |
| Address | 676 N Michigan Ave Chicago, IL 60611 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Wind Point Partners AAV II LP | [2023-03-31] | 0.0 | 154.8 |
| PE | Wind Point Partners X-A LP | [2022-06-22] | 1,112.9 | 2,425.0 |
| PE | Wind Point Partners X-B LP | [2022-06-22] | 1,112.9 | 765.1 |
| PE | Wind Point Partners AAV LP | 2022-03-31 | 226.4 | |
| PE | Wind Point Partners IX-A LP | [2020-03-30] | 1,251.7 | 1,924.0 |
| PE | Wind Point Partners IX-B LP | [2020-03-30] | 1,251.7 | 274.0 |
| PE | Wind Point Partners CV1 LP | [2019-03-29] | 211.4 | 66.5 |
| PE | Wind Point Partners VIII-A Global LP | 2019-03-29 | 110.6 | |
| PE | Wind Point Partners VIII-B Global LP | 2019-03-29 | 20.6 | |
| PE | Wind Point Partners VIII-A LP | [2016-03-29] | 827.0 | 461.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 6.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 6.6 |
| By Discretionary | ||
| Discretionary | 14 | 6.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 6.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 4.2 | |
| Total | 14 | 6.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Nathan Brown | 33 | |||
| Mark Burgett | 23 | |||
| Joseph Lawler | 16 | |||
| Michael Solot | 5 | |||
| Michael Nelson | 29 | |||
| Paul Peterson | 20 | |||
| Robert Cummings | 18 | |||
| Konrad Salaber | 16 | |||
| James Tenbroek | 14 | |||
| Alex Washington III | 13 | |||
| View All | ||||
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