Windsor Advisory Group
Asset Manager SEC-registered adviser
Legal name: Windsor Advisory Group, LLC
AUM
$2.9B
Regulatory AUM
Private funds
4
Other 4
Private fund assets
$284.9M
Gross asset value
Employees
22
Last Form D raise
Sep 2026
Most recent fund filing
From SEC Form ADV filing (filed Jul 1, 2026). View on SEC
People(4)
Owners and executive officers named on the firm's SEC Form ADV.
Funds(4)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Wag-Tide Rock, LLC | Other | $66.6M | $109.0M | 117 | Sep 2026 | Hot |
| Wag-Encap12, LLC | Other | $40.1M | $40.5M | 63 | Jul 2024 | Cold |
| Wag-Lss2, LLC | Other | $69.8M | $87.4M | 99 | May 2023 | Cold |
| Wag-Hci Fund, LLC | Other | $108.5M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 122266
- SEC file number
- 801-61372
- CIK
- 1739953
Sources
- SEC Form ADV Oct 14, 2026