RIA Intel›Advisers›New York›WINDROSE HEALTH INVESTORS, LLC

WINDROSE HEALTH INVESTORS, LLC

Advisory

N·NEW YORK, NY

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM
$7.0B
1-Year AUM Growth
+14.5%
3-Year CAGR
+14.4%
Employees
17
Assets Under Management
Total AUM$7.0B
Discretionary AUM$7.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees17
Investment Advisers22
Employee Growth (1Y)+21.4%
Filing History
Total Filings on Record33
First FilingFeb 14, 2012
Latest FilingApr 1, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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