Windmuehle, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 07, 2026
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $69.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Windmuehle Funds, Llc Series Four | Private Equity Fund | Texas | $36.3M | 51 |
| Windmuehle Funds, Llc Series Two | Private Equity Fund | Texas | $19.5M | 23 |
| Windmuehle Funds, Llc Series Eight master | Private Equity Fund | Texas | $11.3M | 18 |
| Windmuehle Funds, Llc Series Six | Hedge Fund | Texas | $1.2M | 0 |
| Windmuehle Funds, Llc Series Three | Other Private Fund | Texas | $1.2M | 0 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lee, Tanja | Member | May 2017 (9y) | ≈ 37.5% – 75% via Windmuehle Holdings, Llc | |
| Lee, Robert, C | Member/Ceo/Cco | May 2017 (9y) | ≈ 37.5% – 75% via Windmuehle Holdings, Llc | |
| Schubert, Jason, Charles | Cfo | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Windmuehle Holdings, Llc | Manager | Jan 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lee, Tanja: 50% – 75% of Windmuehle Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Lee, Robert, C: 50% – 75% of Windmuehle Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% 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 (5, $69.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Windmuehle Funds, Llc Series Four | Private Equity Fund | $36.3M | $0 | 51 |
| Windmuehle Funds, Llc Series Two | Private Equity Fund | $19.5M | $0 | 23 |
| Windmuehle Funds, Llc Series Eight | Private Equity Fund | $11.3M | $1.0M | 18 |
| Windmuehle Funds, Llc Series Six | Hedge Fund | $1.2M | $0 | 0 |
| Windmuehle Funds, Llc Series Three | Other Private Fund | $1.2M | $0 | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.16 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
Not reported.
Custody
Firm reports it does not have 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: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗