AUMdb

Wind Point Advisors Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 156485 · SEC file 801-73327 · Chicago, IL · www.wppartners.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$8.6B
Discretionary
$8.6B
Clients
15
Avg AUM / client
$572M
Accounts
15
Employees
50

AUM over time

$1.8B $8.6B
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% 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

FundTypeDomicileGross assetsOwners
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)

NameRole / titleCredentialsWith firm sinceOwnership
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)

EntityTitle / statusSinceSch.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)

FundTypeGross assetsMin. investmentOwners
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)

FormPeriodSize
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) ↗