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WINDROSE HEALTH INVESTORS, LLC

NEW YORK, NY · CRD 160311 · IAPD ↗ · windrose.com · 212-887-2105

$7.01BRegulatory AUM
17Advisory reps
22Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — WINDROSE HEALTH INVESTORS, LLC reported RAUM up 90% ($3.68B -> $7.01B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — WINDROSE HEALTH INVESTORS, LLC grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.