← Directory
WINDMARK INVESTMENT PARTNERS, INC.
CRD 131880File 801-63587
APPROVED
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$233.3M
Below cohort median (national)
Discretionary AUM
$233.3M
Clients
0
2 accounts
Employees
14
Below cohort median in DE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 19, 2004
- Principal office
- 2 RIGHTER PARKWAY, SUITE 105, WILMINGTON, DE, 19803
- Phone
- 302-691-0228
- Website
- HTTP://WWW.WINDMARKIP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $233.3M
- Discretionary AUM
- $233.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | $131.7M |
| State or municipal government entities | Fewer than 5 | $101.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.