AdvisorCensus / Financial advisors / Texas / Houston / The Windacre Partnership LLC
The Windacre Partnership LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.
Quick answers
From the filingHow is The Windacre Partnership LLC compensated?
On its Form ADV (Item 5.E, October 2026), The Windacre Partnership LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is The Windacre Partnership LLC located?
The Windacre Partnership LLC's principal office is in Houston, TX, according to its Form ADV.
Is The Windacre Partnership LLC registered with the SEC or a state?
The Windacre Partnership LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 168761.
How much does The Windacre Partnership LLC manage?
The Windacre Partnership LLC reports $11,422,849,000 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).
How have The Windacre Partnership LLC's assets and staff changed since 2021?
In the Form ADV data for The Windacre Partnership LLC: Regulatory assets under management: $5,841,813,971 in the October 2021 data and $11,422,849,000 in the October 2026 data, up 96%. Total employees: 10 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Windacre Partnership LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).
Does The Windacre Partnership LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168761
Does The Windacre Partnership LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Investors in the Fund are generally required to make minimum initial investments of at least $100,000,000; however, such amount could be reduced at the sole discretion of the General Partner, an affiliate of The WindAcre Partnership."
What changed in The Windacre Partnership LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $9,659,660,000 to $11,422,849,000 (+18%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $100,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Investors in the Fund are generally required to make minimum initial investments of at least $100,000,000; however, such amount could be reduced at the sole discretion of the General Partner, an affiliate of The WindAcre Partnership.
As stated in the firm's Form ADV Part 2A brochure dated March 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$11,422,849,000 as of October 2026, filing dated March 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $11,422,849,000 | 8 | March 3, 2026 |
| October 2025 | $9,659,660,000 | 8 | March 13, 2025 |
| October 2024 | $8,254,928,308 | 10 | March 11, 2024 |
| October 2023 | $6,226,377,417 | 10 | August 17, 2023 |
| October 2022 | $7,107,036,000 | 10 | May 4, 2022 |
| October 2021 | $5,841,813,971 | 10 | March 23, 2021 |
Regulatory assets under management: $5,841,813,971 in the October 2021 data and $11,422,849,000 in the October 2026 data, up 96%.
Total employees: 10 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $9,659,660,000 to $11,422,849,000 (+18%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Windacre Partnership LLC (CRD 168761): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-windacre-partnership-llc-houston-tx-168761