# The WindAcre Partnership

The WindAcre Partnership is a RIA based in Houston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** www.windacre.com
- **LinkedIn:** https://www.linkedin.com/company/the-windacre-partnership-llc

## Regulatory record

- **CRD number:** 168761
- **SEC file number:** 801-78978
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168761

## About

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.

## Sectors

- Enterprise Software
- FinTech
- Healthcare Services

## Offices

- Houston, TX, United States

## People

- John W. Rogers Jr. — Managing Partner
- James C. H. Lee — Partner
- David M. L. Roberts — Partner

## 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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Source record modified: 2026-07-06T01:24:27.130Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://www.windacre.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/168761
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/the-windacre-partnership

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology