Updated:
Windrose Advisors
Windrose Advisors was established in 2009 by Dan Fireman. Co-founders John Haase and William Heitin previously worked at MIT Investment Management Company.
Windrose Advisors
Windrose Advisors was established in 2009 by Dan Fireman. Co-founders John Haase and William Heitin previously worked at MIT Investment Management Company. The firm's wealth origin traces to the Fireman family's sale of Reebok International Ltd. Windrose serves affluent families, foundations and endowments. The firm allocates across buyouts, growth equity and venture capital. It deploys capital through fund commitments, direct co-investments and secondaries. Confirmed positions include Stacy's Pita Chip Co. Windrose also holds real estate assets such as Watermill Center in Waltham. Geographic coverage spans North America, Europe and Asia. Windrose employs institutional processes refined at MITIMCo. The firm maintains a philanthropic vehicle called the Windrose Advisors Giving Fund. It participates in Family Office Exchange forums. No operational events from the last 24 months appear in available records. Windrose operates with a hybrid structure that combines multi-family office services and direct investment activity. This model allows client families to access both outsourced CIO functions and co-investment opportunities alongside the firm.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
2488 (Altss estimate)
Location
Region
North America
Country
United States
City
Waltham
Corporate office
Waltham, MA, United States
Principals
Dan Fireman
Founder and Executive Chairman
William Heitin
Co-founder
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
Book a demoSector focus
Frequently asked questions
Who runs investment decisions at Windrose Advisors?
Dan Fireman serves as Founder and Executive Chairman. Co-founders John Haase and William Heitin contribute investment expertise from prior roles at MIT Investment Management Company.
Where does the underlying wealth come from?
The founding family's wealth originates from Reebok International Ltd. Additional clients include founders of Stacy's Pita Chip Co.
Does Windrose Advisors participate in fund commitments or only direct deals?
Windrose uses both fund commitments and direct co-investments. It also executes secondaries and distressed investments.
What investment stages does Windrose Advisors typically target?
The firm targets buyout, growth equity and venture capital stages.
Which sectors does Windrose Advisors focus on?
Sector exposure includes FinTech, Digital Health, Healthcare Services, Media & Entertainment, Energy Transition & Renewables and ClimateTech.
How is Windrose Advisors related to MIT Investment Management Company?
Co-founders John Haase and William Heitin previously worked at MITIMCo before establishing Windrose in 2009.
Does Windrose Advisors maintain philanthropic structures?
Windrose operates the Windrose Advisors Giving Fund as a separate philanthropic vehicle.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: