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WINDMARK INVESTMENT PARTNERS, INC.
CRD 131880File 801-63587
APPROVED
Filing as of Mar 24, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $225,128,000 | $233,287,932 | increased by$8,159,932 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 14 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $282,062,000 | $225,128,000 | decreased by$56,934,000 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | AUM | $282,666,000 | $282,062,000 | decreased by$604,000 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WINDMARK INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WINDMARK INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.