AUMdb

Windmills Capital Inc.

State-registered Wealth Manager · Boutique (under $100M) CRD 149805 · SEC file 801-70115 · · www.linkedin.com
☆ Save with Pro ADV data as of Jul 14, 2026
Regulatory AUM
$5.3M
Discretionary
$5.3M
Clients
13
Avg AUM / client
$405K
Accounts
15
Employees
4

AUM over time

$5.3M $27.6M
Feb 9, 2012 Jul 14, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 12 $4.6M 86.7%
Corporations and other businesses 1 $698K 13.3%

People (4)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Alejandro ("Nmn") Riquezes Chief Compliance Officer/President/Portfolio Manager/Secretary Jan 2009 (18y) 25% – 50%
Riquezes, Juan, Andres Director/Vice President May 2010 (16y) ≈ 12.5% – 37.5% via Afian S.A.
Longo, Paolo, Victor President Jun 2010 (16y) 50% – 75% of Afian S.A (indirect)
Ponte, Guillermo, Alfredo Vice President Jun 2010 (16y) GP / trustee / elected manager of Afian S.A. (indirect)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Afian S.A. Owners May 2010 A 50% – 75%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Riquezes, Juan, Andres: 25% – 50% of Afian S.A. × 50% – 75% direct ≈ 12.5% – 37.5% 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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/14/2026 1.09 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

Services

  • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.

View current Form ADV (SEC/IAPD) ↗