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The WindAcre Partnership
WindAcre Partnership is an SEC-registered investment adviser in Houston, TX, registered since 2014. The firm manages approximately $11.4 billion in regulatory...
The WindAcre Partnership
WindAcre Partnership is an SEC-registered investment adviser in Houston, TX, registered since 2014. The firm manages approximately $11.4 billion in regulatory assets. It has 8 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Houston
Corporate office
New York, NY, United States
Additional offices
Houston, TX, United States
Principals
John W. Rogers Jr.
Managing Partner
James C. H. Lee
Partner
David M. L. Roberts
Partner
Sector focus
Frequently asked questions
Who makes investment decisions at The WindAcre Partnership?
John W. Rogers Jr. serves as Managing Partner and leads investment decisions. Partners James C. H. Lee and David M. L. Roberts also participate in stock selection (per the firm's website).
What is The WindAcre Partnership's investment strategy?
The firm pursues concentrated stock-picking within a universe of good businesses, with an owner-oriented and independent mindset. It targets attractive long-term returns across market cycles (per the firm's website).
What sectors does The WindAcre Partnership focus on?
Based on publicly available information, the firm focuses on enterprise software, fintech, and healthcare services. It does not detail specific sector exclusions.
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