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Windfall Advisors, LLC
WINDFALL ADVISORS, LLC is a state-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $40 million in regulatory assets.
Windfall Advisors, LLC
WINDFALL ADVISORS, LLC is a state-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $40 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2006
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Dallas, TX, United States
Principals
John M. Allsbrook
Managing Partner
John P. C. O'Shea
Managing Partner
Sector focus
Frequently asked questions
What is Windfall Advisors, LLC?
Windfall Advisors, LLC is an asset manager headquartered in Newport Beach, United States.
When was Windfall Advisors, LLC founded?
Windfall Advisors, LLC was founded in 2006.
Where is Windfall Advisors, LLC headquartered?
Windfall Advisors, LLC is headquartered in Newport Beach, United States, in the North America region.
What does Altss track for Windfall Advisors, LLC?
Altss maintains an OSINT-verified profile of Windfall Advisors, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Windfall Advisors, LLC's website?
Windfall Advisors, LLC's public website is windfalladvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Windfall Advisors, LLC?
Windfall Advisors, LLC is classified by Altss as an Asset Manager, operating from United States within the North America region.
How does Altss source intelligence on Windfall Advisors, LLC?
Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was Windfall Advisors, LLC's Altss profile last updated?
Windfall Advisors, LLC's source record was modified on June 3, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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