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The WindAcre Partnership
The WindAcre Partnership, led by John W. Rogers Jr., is a concentrated stock-picking family office with offices in New York and Houston.
The WindAcre Partnership
The WindAcre Partnership, founded by John W. Rogers Jr., operates as a family office centered on concentrated stock-picking. The firm's philosophy emphasizes ownership orientation and independent thinking, avoiding broad index strategies. Wealth origin tied to the Rogers family remains undisclosed. The firm invests across a concentrated portfolio of publicly-listed equities, with a focus on enterprise software, fintech, and healthcare services. Geographic focus spans North America, with a particular tilt toward US-headquartered companies. The WindAcre Partnership may also co-invest alongside management teams in select situations. Team size, additional investment vehicles, and philanthropic structures are not publicly disclosed. The firm maintains a lean operational posture with offices in New York and Houston. No adjacent vehicles or club memberships have been confirmed. The WindAcre Partnership’s structural differentiator lies in its concentrated, high-conviction stock-picking mandate — not as a multi-asset family office but as a pure equity selector. The firm’s independence from fund structures and its avoidance of diversified index investing set it apart from traditional multi-asset family offices.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
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).
Does The WindAcre Partnership invest in private companies?
The firm primarily focuses on publicly-listed equities. It may co-invest alongside management teams in select situations, but no structured private investment program has been disclosed.
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.
Is The WindAcre Partnership a multi-family office?
The firm operates as a family office, likely single-family. It does not market itself as a multi-family office or accept external capital (per the firm's website).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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