# Windjammer Capital Investors

> Windjammer Capital Investors is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 160396
- Filed as: WINDJAMMER CAPITAL INVESTORS
- Legal name: Windjammer Management Partners, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160396
- AdvisorCensus page: https://advisorcensus.com/firm/windjammer-capital-investors-newport-beach-ca-160396

## Quick answers

**How is Windjammer Capital Investors compensated?**
On its Form ADV (Item 5.E, October 2026), Windjammer Capital Investors reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Windjammer Capital Investors located?**
Windjammer Capital Investors' principal office is in Newport Beach, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Windjammer Capital Investors registered with the SEC or a state?**
Windjammer Capital Investors is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160396.

**How much does Windjammer Capital Investors manage?**
Windjammer Capital Investors reports $3,101,117,347 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Windjammer Capital Investors' assets and staff changed since 2021?**
In the Form ADV data for Windjammer Capital Investors: Regulatory assets under management: $2,114,508,904 in the October 2021 data and $3,101,117,347 in the October 2026 data, up 47%. Total employees: 23 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Windjammer Capital Investors serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Windjammer Capital Investors 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/160396

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,101,117,347
- Discretionary: $3,101,117,347
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $3,101,117,347 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 27 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Waltham, MA

### Websites listed on Form ADV (Item 1.I)
- windjammercapital.com
- LinkedIn @windjammer-capital-investors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,114,508,904 | 23 | September 10, 2021 |
| October 2022 | $2,356,918,278 | 23 | March 30, 2022 |
| October 2023 | $2,494,130,786 | 24 | March 30, 2023 |
| October 2024 | $3,733,071,073 | 28 | April 24, 2024 |
| October 2025 | $3,263,845,353 | 27 | March 28, 2025 |
| October 2026 | $3,101,117,347 | 27 | March 27, 2026 |

Regulatory assets under management: $2,114,508,904 in the October 2021 data and $3,101,117,347 in the October 2026 data, up 47%.
Total employees: 23 in October 2021 and 27 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Windjammer Capital Investors (CRD 160396): Form ADV filing data as of October 2026.