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Wind & Rose, LLC
WIND & ROSE, LLC is an SEC-registered investment adviser with $13 million in regulatory assets under management.
Wind & Rose, LLC
WIND & ROSE, LLC is an SEC-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Wind & Rose?
The identity of the investment decision-makers at Wind & Rose is not publicly disclosed. The firm does not list named principals on its website or in public records. Investment decisions are managed internally by the family and their advisors.
How does Wind & Rose source proprietary deal flow?
Wind & Rose likely relies on a network of external advisors, co-investment partners, and industry relationships to source proprietary deal flow, as is common for private family offices. No specific sourcing mechanisms are publicly documented.
Is Wind & Rose structured as a single family office or does it operate more like a venture firm?
Wind & Rose is structured as a single-family office, as indicated by its public profile and lack of fund offerings or institutional marketing. It does not operate as a venture capital firm with external LPs.
Does Wind & Rose participate in fund commitments or only direct deals?
Based on sector tags and typical family office behavior, Wind & Rose likely engages in both direct investments and co-investments alongside other family offices or institutional partners. There is no public record of fund-of-funds or limited partnership commitments.
What investment stages does Wind & Rose typically target?
Wind & Rose's disclosed sector focus on real estate, private credit, and energy transition suggests a preference for later-stage, income-generating assets rather than early-stage venture. The firm likely targets growth-stage or value-add opportunities.
Where does the underlying wealth come from?
The source of the underlying wealth behind Wind & Rose is not publicly disclosed. The firm maintains a high degree of privacy regarding its origins, typical of many single-family offices.
Does Wind & Rose maintain philanthropic structures?
There are no public records of philanthropic foundations or charitable arms linked to Wind & Rose. The firm does not appear to operate separate philanthropic vehicles.
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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