Investment adviser · CRD 156485

WIND POINT PARTNERS

Investment adviser filing (IA)

WIND POINT ADVISORS LLC

CHICAGO, IL, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $8.58B
Client accounts: 15
Employees: 50
Advisory professionals: 26

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	15	$8,584,254,859	100.0%

Filing source

Form ADV 2051781 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

27 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WIND POINT PARTNERS X-A, L.P.Private Equity Fund · Last reported Mar 31, 2026$2.62BGross asset value

Form D fundraising filings

WIND POINT PARTNERS X-A, L.P.

Auditor PRICEWATERHOUSECOOPERS LLP CHICAGO, Illinois, United States

Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source

Fund ID: 805-3924354833
Reported beneficial owners: 136
Minimum commitment: $100K
Form D file number: 021-435958

Form ADV 2051781 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WIND POINT PARTNERS IX-A, L.P.Private Equity Fund · Last reported Mar 31, 2026$1.82BGross asset value

Form D fundraising filings

Wind Point Partners IX-A, L.P.

Auditor PRICEWATERHOUSECOOPERS LLP GEORGE TOWN, Cayman Islands

Custodian WELLS FARGO BANK, N.A. CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 1266

Fund details & source

Fund ID: 805-4055203353
Reported beneficial owners: 99
Minimum commitment: $5M
Form D file number: 021-345625

Form ADV 2051781 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WIND POINT PARTNERS XI-A, L.P.Private Equity Fund · Last reported Mar 31, 2026$1.7BGross asset value

Form D fundraising filings

Wind Point Partners XI-A, L.P.

Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Marketer FALCOM INTERNACIONAL LTDA SANTIAGO, Chile Related to adviser: No

Marketer GT SECURITIES, INC. LOS ANGELES, California, United States Related to adviser: No

Marketer POLARIS (EUROPE) AG VADUZ, Liechtenstein Related to adviser: No

Marketer POLARIS INVESTMENT ADVISORY AG ZURICH, Switzerland Related to adviser: No

Marketer THRIVE ALTERNATIVES CAPITAL ADVISORY PTE. LTD. N/A, Singapore Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

GT SECURITIES, INC.
CRD 116012 · SEC 8-53527

Fund details & source

Fund ID: 805-7927827065
Reported beneficial owners: 51
Minimum commitment: $20M
Form D file number: 021-562069

Form ADV 2051781 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WIND POINT PARTNERS X-B, L.P.Private Equity Fund · Last reported Mar 31, 2026$827MGross asset value

Form D fundraising filings

WIND POINT PARTNERS X-B, L.P.

Auditor PRICEWATERHOUSECOOPERS LLP CHICAGO, Illinois, United States

Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source

Fund ID: 805-5666496949
Reported beneficial owners: 45
Minimum commitment: $100K
Form D file number: 021-435959

Form ADV 2051781 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WIND POINT PARTNERS XI-B, L.P.Private Equity Fund · Last reported Mar 31, 2026$768MGross asset value

Form D fundraising filings

Wind Point Partners XI-B, L.P.

Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Marketer FALCOM INTERNACIONAL LTDA SANTIAGO, Chile Related to adviser: No

Marketer GT SECURITIES, INC. LOS ANGELES, California, United States Related to adviser: No

Marketer POLARIS (EUROPE) AG VADUZ, Liechtenstein Related to adviser: No

Marketer POLARIS INVESTMENT ADVISORY AG ZURICH, Switzerland Related to adviser: No

Marketer THRIVE ALTERNATIVES CAPITAL ADVISORY PTE. LTD. N/A, Singapore Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

GT SECURITIES, INC.
CRD 116012 · SEC 8-53527

Fund details & source

Fund ID: 805-3016294609
Reported beneficial owners: 41
Minimum commitment: $20M
Form D file number: 021-562072

Form ADV 2051781 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WIND POINT PARTNERS IX-B, L.P.Private Equity Fund · Last reported Mar 31, 2026$261MGross asset value

Form D fundraising filings

Wind Point Partners IX-B, L.P.

Auditor PRICEWATERHOUSECOOPERS LLP GEORGE TOWN, Cayman Islands

Custodian WELLS FARGO BANK, N.A. CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 1266

Fund details & source

Fund ID: 805-2137528831
Reported beneficial owners: 17
Minimum commitment: $1M
Form D file number: 021-345627

Form ADV 2051781 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WIND POINT PARTNERS AAV, L.P.Private Equity Fund · Last reported Mar 31, 2026$213MGross asset value

Form D fundraising filings

WIND POINT PARTNERS AAV, L.P.

Auditor PRICEWATERHOUSECOOPERS LLP CHICAGO, Illinois, United States

Custodian WELLS FARGO BANK, N.A. CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source

Fund ID: 805-4700394298
Reported beneficial owners: 27
Minimum commitment: $1M
Form D file number: 021-404331

Form ADV 2051781 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

676 N. MICHIGAN AVE., STE. 3700
CHICAGO, IL, 60611, United States

CRD 156485

Filing source

Form ADV 2051781 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.