Investment adviser · CRD 160311
WINDROSE HEALTH INVESTORS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed May 5, 2026
- Regulatory AUM
- $7.01B Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 12 | $7,013,494,016 | 100.0% |
Filing source
Form ADV 2103327 · May 5, 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
21 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WINDROSE HEALTH INVESTORS VII-A, LPPrivate Equity Fund · Last reported May 5, 2026$1.5BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
CBIZ CPAS, P.C.
PCAOB 199
EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830
Fund details & source
- Fund ID
- 805-5596962587
- Reported beneficial owners
- 73
- Minimum commitment
- $500K
- Form D file number
- 021-2076743
Form ADV 2103327 · May 5, 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.
WINDROSE HEALTH INVESTORS VII, LPPrivate Equity Fund · Last reported May 5, 2026$1.31BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
CBIZ CPAS, P.C.
PCAOB 199
EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830
Fund details & source
- Fund ID
- 805-5522878813
- Reported beneficial owners
- 78
- Minimum commitment
- $500K
- Form D file number
- 021-2076731
Form ADV 2103327 · May 5, 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.
WINDROSE HEALTH INVESTORS VI, L.P.Private Equity Fund · Last reported May 5, 2026$1.15BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS, P.C.
PCAOB 199
Fund details & source
- Fund ID
- 805-3010707848
- Reported beneficial owners
- 74
- Minimum commitment
- $200K
- Form D file number
- 021-414576
Form ADV 2103327 · May 5, 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.
WINDROSE HEALTH INVESTORS VI-A, L.P.Private Equity Fund · Last reported May 5, 2026$884MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS, P.C.
PCAOB 199
Fund details & source
- Fund ID
- 805-5274036518
- Reported beneficial owners
- 50
- Minimum commitment
- $200K
- Form D file number
- 021-41457601
Form ADV 2103327 · May 5, 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.
WINDROSE HEALTH INVESTORS V L.P.Private Equity Fund · Last reported May 5, 2026$842MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS, P.C.
PCAOB 199
Fund details & source
- Fund ID
- 805-1127570971
- Reported beneficial owners
- 60
- Minimum commitment
- $200K
- Form D file number
- 021-321351
Form ADV 2103327 · May 5, 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.
MAROON INVESTORS, LPPrivate Equity Fund · Last reported May 5, 2026$362MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS, P.C.
PCAOB 199
Fund details & source
- Fund ID
- 805-8071111313
- Reported beneficial owners
- 40
- Minimum commitment
- $30K
- Form D file number
- 021-41457601
Form ADV 2103327 · May 5, 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.
WINDROSE HEALTH INVESTORS V-A L.P.Private Equity Fund · Last reported May 5, 2026$320MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS, P.C.
PCAOB 199
Fund details & source
- Fund ID
- 805-9738641076
- Reported beneficial owners
- 23
- Minimum commitment
- $200K
- Form D file number
- 021-32135101
Form ADV 2103327 · May 5, 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: May 5, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
375 PARK AVE, 28TH FLOORNEW YORK, NY, 10152, United States
CRD 160311
Filing source
Form ADV 2103327 · May 5, 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.