Windrose Health Investors, Llc
- Regulatory AUM
- $7.0B
- Discretionary
- $7.0B
- Clients
- 12
- Avg AUM / client
- $584M
- Accounts
- 12
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $7.0B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $3.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Windrose Health Investors Vi, L.P. | Private Equity Fund | Delaware | $894M | 74 |
| Windrose Health Investors V L.P. | Private Equity Fund | Delaware | $753M | 60 |
| Windrose Health Investors Vi A, L.P. | Private Equity Fund | Delaware | $690M | 50 |
| Windrose Health Investors Iv, L.P. | Private Equity Fund | Delaware | $289M | 51 |
| Windrose Health Investors V A L.P. | Private Equity Fund | Delaware | $287M | 23 |
| Maroon Investors, Lp | Private Equity Fund | Delaware | $265M | 40 |
| Windrose Health Investors Iii, L.P. | Private Equity Fund | Delaware | $38.6M | 38 |
| Windrose Health Investors Executive Iv, L.P. | Private Equity Fund | Delaware | $2.1M | 16 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lane, Curtis, Scott | Member | Mar 2000 (26y) | ≈ 18.75% – 50% via Lane Mts Holdings, Llc | |
| Buzik, Alexander, Nmn | Partner | Feb 2017 (10y) | Less than 5% | |
| Moses, Oliver, Taft | Managing Partner | Feb 2017 (10y) | 50% – 75% | |
| Burnes, Christopher, Joseph | Partner | Jan 2018 (9y) | Less than 5% | |
| Spiciarich, Michael, Jason | Cco | Mar 2018 (8y) | Less than 5% | |
| Pontius, David, Moore | Partner | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lane Mts Holdings, Llc | Member | Jan 2018 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lane, Curtis, Scott: 75% – 100% of Lane Mts Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% 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 (8, $3.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Windrose Health Investors Vi, L.P. | Private Equity Fund | $894M | $200K | 74 |
| Windrose Health Investors V L.P. | Private Equity Fund | $753M | $200K | 60 |
| Windrose Health Investors Vi A, L.P. | Private Equity Fund | $690M | $200K | 50 |
| Windrose Health Investors Iv, L.P. | Private Equity Fund | $289M | $100K | 51 |
| Windrose Health Investors V A L.P. | Private Equity Fund | $287M | $200K | 23 |
| Maroon Investors, Lp | Private Equity Fund | $265M | $0 | 40 |
| Windrose Health Investors Iii, L.P. | Private Equity Fund | $38.6M | $100K | 38 |
| Windrose Health Investors Executive Iv, L.P. | Private Equity Fund | $2.1M | $30.0K | 16 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 4.36 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
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: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗