Window Rock Capital Partners LLC (Gilbert)
Window Rock Capital Partners LLC is an adviser based in Gilbert. It manages $77.18 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Arizona.
Window Rock Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Window Rock Capital Partners: assets under management
The assets under management (AUM) of Window Rock Capital Partners LLC is $77.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Window Rock Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Window Rock Capital Partners serves?
The only and largest group of clients of Window Rock Capital Partners is pooled investment vehicles with 14 clients and $77.18 million of assets under management. Among the 3 most similar advisory firms, Window Rock Capital Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $77.18 million for 14 clients. None of the firm’s clients are foreign persons or businesses.
Window Rock Capital Partners also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
Careers at Window Rock Capital Partners LLC
The company employs 12 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Gilbert
The principal office where Window Rock Capital Partners LLC performs its advisory services is located at 2915 East Baseline Road, Gilbert, AZ 85234, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-336-9730. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at windowrock.com/.
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