Wind Point Advisors Llc
- Regulatory AUM
- $8.6B
- Discretionary
- $8.6B
- Clients
- 15
- Avg AUM / client
- $572M
- Accounts
- 15
- Employees
- 50
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $8.6B | 100.0% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wind Point Partners Ix A, L.P. | Private Equity Fund | Cayman Islands | $2.1B | 98 |
| Wind Point Partners X A, L.P. | Private Equity Fund | Delaware | $1.6B | 91 |
| Wind Point Partners Viii A, L.P. | Private Equity Fund | Delaware | $666M | 72 |
| Wind Point Partners X B, L.P. | Private Equity Fund | Delaware | $374M | 31 |
| Wind Point Partners Aav, L.P. | Private Equity Fund | Delaware | $329M | 28 |
| Wind Point Partners Ix B, L.P. | Private Equity Fund | Cayman Islands | $297M | 18 |
| Wind Point Partners Aav Ii, L.P. | Private Equity Fund | Delaware | $274M | 15 |
| Wind Point Partners Viii B, L.P. | Private Equity Fund | Delaware | $125M | 13 |
| Wind Point Partners Viii A Global, L.P. | Private Equity Fund | Cayman Islands | $121M | 72 |
| Wind Point Partners Vii A, L.P. | Private Equity Fund | Delaware | $118M | 39 |
| Wind Point Partners Cv1, L.P. | Private Equity Fund | Delaware | $36.5M | 32 |
| Wind Point Partners Vii B, L.P. | Private Equity Fund | Delaware | $27.8M | 15 |
| Wind Point Partners Viii B Global, L.P. | Private Equity Fund | Cayman Islands | $22.6M | 13 |
| Wind Point Partners Vi, L.P. | Private Equity Fund | Delaware | $4.4M | 44 |
| Wind Point Vii Affiliates, L.P. | Private Equity Fund | Delaware | $921K | 34 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Washington, Alex, E | Managing Director | Apr 2009 (17y) | ≈ 10.55% – 50% via Lighthouse Capital Holdings Ii, L.P. | |
| Brown, Nathanael, Alexander | Managing Director | May 2009 (17y) | ≈ 10.55% – 50% via Lighthouse Capital Holdings Ii, L.P. | |
| Peterson, Paul, Harvey | Managing Director | Apr 2013 (13y) | ≈ 10.55% – 50% via Lighthouse Capital Holdings Ii, L.P. | |
| Salaber, Konrad, A | Managing Director | Jun 2017 (9y) | Less than 5% | |
| Lawler, Joseph, Christopher | Managing Director | Jan 2020 (7y) | Less than 5% | |
| Trotta, Kristen, Leeanne | Chief Financial Officer | Mar 2022 (4y) | Less than 5% | |
| Shakeel, Usman | General Counsel And Chief Compliance Officer | Aug 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wind Point Draws, L.P. | Managing Member | Dec 2021 | A | 75% or more |
| Wind Point Management Holdings, L.P. | Limited Partner | Dec 2021 | B | ≈ 56.25% – 100% via Wind Point Draws, L.P. |
| Lighthouse Capital Holdings Ii, L.P. | Limited Partner | Dec 2021 | B | ≈ 42.19% – 100% via Wind Point Management Holdings, L.P. |
| Lighthouse Capital Holdings Ii Gp, Llc | General Partner | Dec 2021 | B | GP / trustee / elected manager of Lighthouse Capital Holdings Ii, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Washington, Alex, E: 25% – 50% of Lighthouse Capital Holdings Ii, L.P. × 75% – 100% of Wind Point Management Holdings, L.P. × 75% – 100% of Wind Point Draws, L.P. × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Brown, Nathanael, Alexander: 25% – 50% of Lighthouse Capital Holdings Ii, L.P. × 75% – 100% of Wind Point Management Holdings, L.P. × 75% – 100% of Wind Point Draws, L.P. × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Peterson, Paul, Harvey: 25% – 50% of Lighthouse Capital Holdings Ii, L.P. × 75% – 100% of Wind Point Management Holdings, L.P. × 75% – 100% of Wind Point Draws, L.P. × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Wind Point Management Holdings, L.P.: 75% – 100% of Wind Point Draws, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Lighthouse Capital Holdings Ii, L.P.: 75% – 100% of Wind Point Management Holdings, L.P. × 75% – 100% of Wind Point Draws, L.P. × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $6.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wind Point Partners Ix A, L.P. | Private Equity Fund | $2.1B | $5.0M | 98 |
| Wind Point Partners X A, L.P. | Private Equity Fund | $1.6B | $100K | 91 |
| Wind Point Partners Viii A, L.P. | Private Equity Fund | $666M | $1.0M | 72 |
| Wind Point Partners X B, L.P. | Private Equity Fund | $374M | $100K | 31 |
| Wind Point Partners Aav, L.P. | Private Equity Fund | $329M | $1.0M | 28 |
| Wind Point Partners Ix B, L.P. | Private Equity Fund | $297M | $1.0M | 18 |
| Wind Point Partners Aav Ii, L.P. | Private Equity Fund | $274M | $100K | 15 |
| Wind Point Partners Viii B, L.P. | Private Equity Fund | $125M | $1.0M | 13 |
| Wind Point Partners Viii A Global, L.P. | Private Equity Fund | $121M | $1.0M | 72 |
| Wind Point Partners Vii A, L.P. | Private Equity Fund | $118M | $1.0M | 39 |
| Wind Point Partners Cv1, L.P. | Private Equity Fund | $36.5M | $1.0M | 32 |
| Wind Point Partners Vii B, L.P. | Private Equity Fund | $27.8M | $1.0M | 15 |
| Wind Point Partners Viii B Global, L.P. | Private Equity Fund | $22.6M | $1.0M | 13 |
| Wind Point Partners Vi, L.P. | Private Equity Fund | $4.4M | $1.0M | 44 |
| Wind Point Vii Affiliates, L.P. | Private Equity Fund | $921K | $100K | 34 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.61 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ADMINISTRATIVE FEES AND MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗