WINDROSE ADVISORS LLC
WINDROSE ADVISORS LLC is a Seed and Series C+ fund in the US writing $50M–$500M checks into Healthcare, healthcare-services and technology-enabled-services.
- Stages
- Seed, Series C+
- Sectors
- Healthcare, healthcare-services, technology-enabled-services
- Check size
- $50M–$500M
- Invests in
- US-wide
- Founded
- 2009
- Assets under management
- $4.5B
- Website
- windroseadvisor.com
Thesis
Windrose Advisors LLC, founded in 2009 and based in Waltham, MA, is a boutique advisory firm offering customized investment advice and wealth management. They employ an 'all-weather' strategy focused on long-term, diversified investing, prioritizing consistency, discipline, and downside protection, drawing from endowment experience. Their investment activity leans towards equities, particularly non-exchange-traded positions, and allocations to third-party alternative managers. Windrose also acts as a sponsor for pooled vehicles and selects advisors for multi-manager and co-investment solutions. A related entity, Windrose Ventures, targets impact investments in early-stage companies within 'Healthy Living' and 'Accessible Healthcare'. The firm utilizes a proprietary multi-asset-class platform for investment sourcing and management. As of December 31, 2024, they reported $4 billion in Assets Under Advisement. Windrose Advisors is not an active ESG investor. The firm's wealth management focus is distinct from WindRose Health Investors, which targets lower and middle-market healthcare businesses.
Common questions
Does WINDROSE ADVISORS LLC invest at the Seed stage?
Yes. WINDROSE ADVISORS LLC lists Seed and Series C+ among the stages it invests in.
What check size does WINDROSE ADVISORS LLC write?
WINDROSE ADVISORS LLC writes $50M–$500M checks.
Where does WINDROSE ADVISORS LLC invest?
WINDROSE ADVISORS LLC invests in the US.