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THE WINDACRE PARTNERSHIP LLC

HOUSTON, TX · CRD 168761 · IAPD ↗ · windacre.com · 713-623-7700

$11.42BRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — THE WINDACRE PARTNERSHIP LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
51
April 2024 — THE WINDACRE PARTNERSHIP LLC reported RAUM up 33% ($6.23B -> $8.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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