SourcingSourcing

THE WINDACRE PARTNERSHIP LLC

C43
CRD 168761·SEC 801-78978·HOUSTON, TX
AUM
$11.42B
$1B+
Est. Revenue
$114.2M
@ 1% on AUM
Est. EBITDA
$34.3M
@ 30% margin
Est. Deal Value
$274.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE WINDACRE PARTNERSHIP LLC
CRD
168761
SEC file #
801-78978
EIN
000000000
DBA names
—

Economics

AUM
$11.42B
AUM band
$1B+
AUM trajectory
'20'26
$2.06B → $11.42B▲ +456%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
windacre.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AMIN, SNEHAL, RAJNIKANT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
AMIN, SNEHAL, RAJNIKANT
SMITH, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WINDACRE.COM
Rdap Domain Creation Date
2005-06-24T18:16:23Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
11
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001599720
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2014-02-13
Edgar Last Filing Date
2026-01-23
Edgar Form D Count
13
Edgar Form D Offerings
2026-01-232026-01-23 · 0000919574-26-000436
2025-01-242025-01-24 · 0000919574-25-000474

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Northern Trust2
U.s. Bank2
Edgar Addresses
Mailing
ELIAN FIDUCIARY SERVICES (CAYMAN) LIMITE89 NEXUS WAY, CAMANA BAYGRAND CAYMAN, KY1-9007Cayman Islands
Business
ELIAN FIDUCIARY SERVICES (CAYMAN) LIMITE89 NEXUS WAY, CAMANA BAYGRAND CAYMAN, KY1-9007Cayman Islands
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-23 · 0000919574-26-000436
D/A2025-01-24 · 0000919574-25-000474
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-06-24T18:16:23Z
Rdap Domain Last Changed
2022-09-23T18:59:35Z
Rdap Nameservers
Ns47.worldnic.comNs48.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2648076
Trust Company Affiliate
Yes

People (2)

2
AMIN, SNEHAL, RAJNIKANT
IAR · Direct Owner · 87.5%
2648076
SMITH, CHRISTOPHER
Executive Officer · 2.5%
6244934