Investment adviser · CRD 165352

WINDSAIL CAPITAL GROUP, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

BOSTON, MA, United States · Form ADV filed Mar 11, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

7 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.

WINDSAIL CREDIT FUND, L.P.Hedge Fund · Last reported Mar 30, 2017$73.3MGross asset value

Form D fundraising filings

WindSail Credit Fund, L.P.

Auditor KATZ, NANNIS AND SOLOMON, PC WALTHAM, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6569265642
Reported beneficial owners
72
Minimum commitment
$50K
Form D file number
021-207156

Form ADV 1087452 · Mar 30, 2017 · 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.

WINDSAIL CAPITAL FUND, L.P.Hedge Fund · Last reported Mar 11, 2026$67.5MGross asset value

Feeder funds

Fund administrator APEX FUND SOLUTIONS (INDIANA) INC EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WOLF & COMPANY, PC BOSTON, Massachusetts, United States
Custodian CANACCORD GENUITY LLC BOSTON, Massachusetts, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WOLF & COMPANY, PC
PCAOB 392

CANACCORD GENUITY LLC
SEC 8-3271

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source
Fund ID
805-3462594328
Reported beneficial owners
175
Minimum commitment
$50K
Form D file number
021-207156
Form D file number
021-303074

Form ADV 2066682 · Mar 11, 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.

WINDSAIL CLIMATE CAPITAL FUND II, L.P.Hedge Fund · Last reported Mar 11, 2026$24.6MGross asset value
Fund administrator APEX FUND SOLUTIONS (INDIANA) INC EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian LEADER BANK BOSTON, Massachusetts, United States Related to adviser: No
Marketer FINALIS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WOLF & COMPANY, P.C.
PCAOB 392

J.P. MORGAN SECURITIES LLC
SEC 8-35008

LEADER BANK
LEI 549300FK3AFCFVAPH234

FINALIS SECURITIES LLC
CRD 305908 · SEC 8-70425

Fund details & source
Fund ID
805-5377724847
Reported beneficial owners
30
Minimum commitment
$50K

Form ADV 2066682 · Mar 11, 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.

WINDSAIL CAPITAL III LLCPrivate Equity Fund · Last reported Mar 27, 2015$2.2MGross asset value

Form D fundraising filings

WindSail Capital III, LLC

Auditor WALSH, JASTREM & BROWNE, LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5904137107
Reported beneficial owners
11
Minimum commitment
$50K
Form D file number
021-193250

Form ADV 892768 · Mar 27, 2015 · 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.

NEXT STEP INVESTORS II, LLCPrivate Equity Fund · Last reported Mar 25, 2016$84.4KGross asset value

Form D fundraising filings

Next Step Investors II, LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8275957457
Reported beneficial owners
17
Minimum commitment
$50K
Form D file number
021-184611

Form ADV 998554 · Mar 25, 2016 · 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.

NEXT STEP INVESTORS, LLCPrivate Equity Fund · Last reported Jan 22, 2014$78.9KGross asset value

Form D fundraising filings

Next Step Investors, LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4144724595
Reported beneficial owners
4
Minimum commitment
$125K
Form D file number
021-158158

Form ADV 780196 · Jan 22, 2014 · 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.

WINDSAIL CAPITAL IV, LLCPrivate Equity Fund · Last reported Mar 11, 2020$5.5KGross asset value

Form D fundraising filings

WindSail Capital IV, LLC

Auditor WOLF & COMPANY, PC BOSTON, Massachusetts, United States
Custodian BOSTON PRIVATE BOSTON, Massachusetts, 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

WOLF & COMPANY, PC
PCAOB 392

Fund details & source
Fund ID
805-6309632978
Reported beneficial owners
40
Minimum commitment
$10K
Form D file number
021-199195

Form ADV 1391948 · Mar 11, 2020 · 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 11, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

133 FEDERAL STREET, SUITE 903
BOSTON, MA, 02110, United States

CRD 165352

Filing source

Form ADV 2066682 · Mar 11, 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.