Windhorse Capital Management LLC

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Windhorse Capital Management LLC
CRD #158474
SEC #801-72641
CIK #0001537159
AUM
Employees 2 (100% Investors, 0% Brokers)
Phone617-850-9161
Address85 Sparks St
Cambridge, MA 02138
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4503602701809002009201420192025
Type Form D Funds Date Sold AUM
Other Windhorse Reserve LP [2017-02-02] 70.4 M 24.6 M
Filed 2026-02-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other The Thacher School Endowment LP 2016-03-30 143.8 M
Other Windhorse Endeavor LP [2015-03-27] 26.5 M 0.4 M
Filed 2017-02-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Windhorse Ascent LP [2014-03-31] 29.5 M 0.7 M
Filed 2017-01-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Windhorse Horizons LP [2011-12-08] 22.0 M 2.5 M
Filed 2017-01-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Windhorse Partners LP [2011-12-08] 239.7 M 30.8 M
Filed 2017-01-26 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
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 4 34.3
(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 4 34.3
By Discretionary
Discretionary 4 34.3
Non-Discretionary 0 0.0
Total 4 34.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 34.3
Total 4 34.3
Form D Directors Role # Filings # Firms 2011 - 2026
Stephen Miller Executive Officer 36 7
Justin Ferri Executive Officer 143 6
Frank Brochin Executive Officer 18 6
David Salem Executive Officer 15 4
Stephen Sadler Executive Officer 8 4
Michael Nathanson Executive Officer 8 4
Pier Friend Executive Officer 6 4
Andrew Vogelstein Executive Officer 6 4
Jeannine Caruso Executive Officer 6 4
John Vogelstein Executive Officer 6 4
Lance Odden Executive Officer 5 4
Brian Katz Executive Officer 20 3
The Colony Group LLC Promoter 15 3
Focus Partners Wealth LLC Promoter 13 3
Rodney Goldstein Executive Officer 11 3
Robert Inches Executive Officer 10 3
Elisabeth Talbot Executive Officer 6 3
Robert Glovsky Executive Officer 6 3
Adam Birenbaum Executive Officer 5 3
Colony Funds LLC Executive Officer 5 3
Gina Bradley Executive Officer 5 3
Kevin King Executive Officer 21 2
Tyler Ayer Executive Officer 7 2
Johannes Reuter Executive Officer 6 2
Matthew Bank Executive Officer 6 2
Matthew Salotti Executive Officer 4 2
Terri Feeney Executive Officer 4 2
Zinovy Iosovich Executive Officer 4 2
John Paduano Executive Officer 4 2
Vincent Gratch Executive Officer 4 2
General Partner of The General Partner Stonelake Manager III LLC Promoter 2 2
Windhorse Capital Management LLC Executive Officer, Promoter 5 1
General Partner Windhorse Capital Management LLC Promoter 3 1
EDGAR Form CIK 2011 - 2026
D [0001537159]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional
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