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The Windacre Partnership

SEC-registered adviser since 2014Houston, TXCRD 168761

3
Clients
4
Advisory staff

From Form ADV filed 3 March 2026 · data retrieved 15 October 2026SEC record

The Windacre Partnership is an investment adviser headquartered in Houston, Texas, and registered with the SEC since 2014. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Snehal Amin owns 75% or more of The Windacre Partnership.

Clients

The Windacre Partnership serves 3 clients. The average client has about $3.81 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles3 clients100%
Show client breakdown
Pooled investment vehicles
Clients
3
Regulatory AUM
$11,422,849,000
Share
100.0%
Avg. per client
$3.81B

Total

Clients
3
Regulatory AUM
$11,422,849,000
Share
100%
Avg. per client
$3.81B

What it does

The Windacre Partnership provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

The Windacre Partnership advises 1 private funds.

100.0% of assets ($11.42B across 3 accounts) are managed with discretion. 67% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

The Windacre Partnership has custody of $11.42B for 3 clients.

Managed account assets by custodian
  • All other custodians$11.42B100%

Ownership and leadership

Snehal Amin owns 75% or more of The Windacre Partnership.

Who owns the firm
The Windacre Partnership LLC· the adviser
  • Snehal Amin

    Control person · since April 2013

    Owns 75% or more of The Windacre Partnership LLC
  • V3 Associates LLC

    Manager of V3 Holdings LLC · Control person · since April 2013

Leadership

  • Snehal Amin
    CEO
  • Christopher Smith
    CCO, CFO, COO

Staff

  • 8 employees
  • 4 in advisory functions

Reported holdings

The Windacre Partnership’s reported 13F holdings total $10.11B across 11 positions, and the ten largest make up 94.7% of it.

$10.11B
Reported 13F value
11
Positions
94.7%
In the 10 largest
+8.2%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Roper Technologies Inc.28.9%
  2. Expedia Group Inc.9.9%
  3. Fidelity Natl Finl Inc. · Com Shs9.7%
  4. Transdigm Group Inc.9.0%
  5. Sap SE · Spon ADR6.7%
  6. Somnigroup International Inc.6.5%
  7. Moodys Corp.6.3%
  8. Taiwan Semiconductor Manufac · Sponsored ADS6.2%
  9. Amazon Com Inc.5.7%
  10. Perimeter Solutions Inc.5.7%

Together, the ten largest are 94.7% of reported value.

The 11 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 14 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $10.11B is not its $11.42B in regulatory assets and does not represent any individual client's portfolio.

Fees

The Windacre Partnership is paid through a percentage of assets under management and performance-based fees.

The Windacre Partnership’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, The Windacre Partnership has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Texas · 1 listed address

  • 2200 Post Oak BLVD., Suite 1580, HoustonHQ

Registration details

Legal name
The Windacre Partnership LLC
Headquarters
2200 Post Oak BLVD., Suite 1580, Houston, TX 77056
Website
Not reported
SEC file
801-78978
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does The Windacre Partnership have?

The Windacre Partnership has 3 clients and manages $11.4 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026

What services does The Windacre Partnership offer?

The Windacre Partnership provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does The Windacre Partnership have?

The Windacre Partnership has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns The Windacre Partnership?

The Windacre Partnership’s direct owner is Snehal Amin (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026

How does The Windacre Partnership get paid?

The Windacre Partnership is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 3 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 168761.
  3. Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with The Windacre Partnership LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.