Windrose Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waltham, MA. Its latest Form ADV filing, dated March 31, 2026, reports $2.7B in regulatory assets under management, 23 employees, and 600 accounts.
Assets Under Management
$2.7B
Employees
23
Offices
--
Total Clients
153
Primary office
WALTHAM, MA
WATERMILL CENTER, 800 SOUTH STREET, SUITE 600, WALTHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 46.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
46.4%
71
2
HNWI
45.8%
70
3
Charitable
7.8%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 31, 2026
Discretionary36.8%
$983M
37% of total RAUM36.8%
Non-discretionary63.2%
$1.7B
63% of total RAUM63.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.7B
Total Accounts600
10Y AUM Change+$1.2B (+75.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee7:1
10Y Employee Change+9 (+64.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.