Windmark Investment Partners

Finance · Delaware, United States · 11-50 Employees

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Overview

Headquarters

2 Righter Pkwy Ste 105, Wilmington, Dela...

Phone Number

(302) 691-0228

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
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Aug
ZI Rank
1
1
1
1
1
2

About Windmark Investment Partners

Windmark Investment Partners is an independent, 100% employee-owned firm that serves as an outsourced investment team, focusing on building customized, high-performance institutional investment portfolios. They provide a range of investment services including strategic asset allocation, manager selection, and risk analysis to clients such as pensions, endowments, and foundations. The firm emphasizes long-term capital appreciation and exemplary client service, reflecting their commitment to the mission of their clients. Their name symbolizes teamwork and preparation, akin to the critical moments in a sailing race.Explore more
Windmark Investment Partners's Social MediaPopular SearchesWindmark Investment Partners IncWindmark IncWindmark Investment PartnersWindmark Solutions LLCInvestment Partners IncSIC Code 62,628NAICS Code 52,523Show more

Windmark Investment Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Windmark Investment Partn...

<$5M
11-50
Private
-
2010
SS
Sophia SmithChief Financial Officer & Chief Compliance Officer
$6.3M
11-50
Private
-
1990
SM
Simone MeeksChief Financial Officer
<$5M
11-50
Private
-
2014
DD
Dipak Dipak JogiaCo-Founder & Managing Partner & Portfolio Manager
<$5M
11-50
Private
-
1999
Eric Bertonazzi, Chairman & Chief Executive Officer at Wainwright Investment Counsel
Eric BertonazziChairman & CEO
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Windmark Investment Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Windmark Investment Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Windmark Investment Partners.

Windmark Investment Partners Tech Stack

A closer look at the technologies used by Windmark Investment Partners

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Frequently Asked Questions Regarding Windmark Investment Partners

What is Windmark Investment Partners's official website?
Windmark Investment Partners's official website is www.windmarkip.com
What is Windmark Investment Partners's Revenue?
Windmark Investment Partners's revenue is <$5 Million
What is Windmark Investment Partners's SIC code?
Windmark Investment Partners's SIC: 62,628
What is Windmark Investment Partners's NAICS code?
Windmark Investment Partners's NAICS: 52,523
How many employees does Windmark Investment Partners have?
Windmark Investment Partners has 11-50 employees
What industry does Windmark Investment Partners belong to?
Windmark Investment Partners is in the industry of: Finance, Securities Trading
What is Windmark Investment Partners competition?
Windmark Investment Partners top competitors include: Gerber Taylor, Journey Capital Advisers, Highmore Group Advisors, Delphin Investments
What technology does Windmark Investment Partners use?
Some of the popular technologies that Windmark Investment Partners uses are: Google Font API, Microsoft 365, DigiCert, Rackspace
Who is the CFO of Windmark Investment Partners?
Windmark Investment Partners's CFO is Sophia Smith
How do I contact Windmark Investment Partners?
Windmark Investment Partners contact info: Phone number: (302) 691-0228 Website: www.windmarkip.com
What does Windmark Investment Partners do?

Windmark Investment Partners is an independent, 100% employee-owned firm that serves as an outsourced investment team, focusing on building customized, high-performance institutional investment portfolios. They provide a range of investment services including strategic asset allocation, manager selection, and risk analysis to clients such as pensio... ns, endowments, and foundations. The firm emphasizes long-term capital appreciation and exemplary client service, reflecting their commitment to the mission of their clients. Their name symbolizes teamwork and preparation, akin to the critical moments in a sailing race.Read More

What are Windmark Investment Partners social media links?
Windmark Investment Partners Linkedin page
Is Windmark Investment Partners a public company?
Windmark Investment Partners is private company therefore does not currently have an official ticker symbol
See more information about Windmark Investment Partners

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