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Windowpane Advisors L.L.C. (San Diego)


Windowpane Advisors L.L.C. is an investment adviser to an investment company based in San Diego. It manages $44.96 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.

Windowpane Advisors L.L.C provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Windowpane Advisors L.L.C: assets under management

The assets under management (AUM) of Windowpane Advisors L.L.C. is $44.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 137% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.96 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Windowpane Advisors L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Windowpane Advisors L.L.C. performs its advisory services is located at 550 West "C" Street, San Diego, CA 92101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-231-9102 or by fax 619-231-0636. The normal business hours are 8:30a. - 4:30 p on Monday - Friday.


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