# Windrose Advisors

Windrose Advisors is a Multi Family Office based in Waltham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Waltham, United States
- **Region:** North America
- **Address:** Waltham, MA, United States
- **Founded:** 2009
- **Assets under management:** 2488 (Altss estimate)
- **Website:** windroseadvisor.com
- **LinkedIn:** https://www.linkedin.com/company/windrose-advisors

## Regulatory record

- **CRD number:** 152145
- **SEC file number:** 801-70859
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152145

## About

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.

## Sectors

- FinTech
- Digital Health
- Healthcare Services
- Media & Entertainment
- Energy Transition & Renewables
- ClimateTech
- AI/ML
- Enterprise Software

## People

- Dan Fireman — Founder and Executive Chairman
- William Heitin — Co-founder

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/windrose-advisors

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