# Wind Point Partners

> Wind Point Partners is an SEC-registered investment advisory firm in Chicago, IL, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 156485
- Filed as: WIND POINT PARTNERS
- Legal name: Wind Point Advisors LLC
- Also doing business as: WIND POINT PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156485
- AdvisorCensus page: https://advisorcensus.com/firm/wind-point-partners-chicago-il-156485

## Quick answers

**How is Wind Point Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Wind Point Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wind Point Partners located?**
Wind Point Partners' principal office is in Chicago, IL, according to its Form ADV.

**Is Wind Point Partners registered with the SEC or a state?**
Wind Point Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156485.

**How much does Wind Point Partners manage?**
Wind Point Partners reports $8,584,254,859 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Wind Point Partners' assets and staff changed since 2021?**
In the Form ADV data for Wind Point Partners: Regulatory assets under management: $3,466,594,032 in the October 2021 data and $8,584,254,859 in the October 2026 data, up 148%. Total employees: 35 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wind Point Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15).

**Does Wind Point Partners 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/156485

**What changed in Wind Point Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 25 to 26. Regulatory assets under management went from $6,563,618,170 to $8,584,254,859 (+31%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $8,584,254,859
- Discretionary: $8,584,254,859
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $8,584,254,859 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 50 total, 26 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wppartners.com
- LinkedIn @wind-point-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,466,594,032 | 35 | March 31, 2021 |
| October 2022 | $4,932,788,402 | 42 | September 21, 2022 |
| October 2023 | $6,121,839,709 | 44 | July 24, 2023 |
| October 2024 | $6,096,195,371 | 44 | March 31, 2024 |
| October 2025 | $6,563,618,170 | 47 | March 31, 2025 |
| October 2026 | $8,584,254,859 | 50 | March 31, 2026 |

Regulatory assets under management: $3,466,594,032 in the October 2021 data and $8,584,254,859 in the October 2026 data, up 148%.
Total employees: 35 in October 2021 and 50 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 25 to 26.
- Regulatory assets under management went from $6,563,618,170 to $8,584,254,859 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wind Point Partners (CRD 156485): Form ADV filing data as of October 2026.