Windmuehle Funds

Name

Windmuehle Funds

Legal name

Windmuehle, LLC

Website

https://windmuehlefunds.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund Management Fees: As an investment adviser managing funds, Windmuehle generates revenue through management fees charged to investors in funds managed by the company. The firm also collects transaction-related fees and receives income from service providers necessary for fund administration. Revenue is derived from services to funds and members including administration, prime brokerage, and other financial services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Windmuehle Funds is a private investment management firm (Windmuehle, LLC) that manages and advises investment funds and accounts for institutional investors and high-net-worth individuals. The firm provides portfolio management, fund administration coordination, and investor servicing, with registered members accessing fund information and account data through a Member Portal hosted and administered by third-party fund administrator Apex Fund Services on the eFront cloud platform.

Product overview

Windmuehle Funds is an investment management firm (Windmuehle, LLC) that manages and advises investment funds and accounts. The company offers fund administration and management services to investors, including a Member Portal provided via a third-party platform hosted by Apex Fund Services. No distinct branded product modules, platform, or technology offerings were identified in the source material — Windmuehle Funds functions as a traditional asset/investment management entity rather than a software product company.

Differentiator

Problem solved

Functional benefit

Products and services

• Windmuehle Investment Funds and Managed Accounts Investment funds and accounts managed and advised by Windmuehle Funds (Windmuehle, LLC) for institutional investors and high-net-worth individuals, providing professional portfolio management and related investor services. Access for registered members is via the Member Portal administered by Apex Fund Services.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• T. Rowe Price: Large public asset manager running active funds and managed accounts for institutional and individual investors. Comparable operating model — fee-based portfolio management — but with multi-decade track record and scale that boutique firms like Windmuehle directly compete against.
• Man Group: Listed alternative asset manager with systematic and discretionary strategies for institutional and HNW investors. Comparable as a fee-generating portfolio manager in alternatives/active management, but operates at substantially larger AUM and with diversified product set.
• Lazard Asset Management: Global asset manager offering active investment management and advisory across equities, fixed income, and alternatives. Comparable to Windmuehle in delivering professional portfolio management to institutional and HNW clients, but at vastly greater scale and with a much broader product set.
• Schwab Asset Management: Large asset manager offering mutual funds and managed-portfolio solutions to a broad investor base. Comparable in the sense that investors evaluating Windmuehle's offerings frequently compare them against incumbent managed-portfolio and mutual fund products.

Direct peers

• Winton Group: Privately held, founder-controlled systematic/alternative asset manager based in London. Comparable in being a boutique, founder-driven investment firm serving institutional clients with regulated fund vehicles, and in relying on institutional-style infrastructure for fund administration.
• AQR Capital Management: Large but founder-led quantitative asset manager running systematic strategies for institutional and HNW investors. Comparable fee model (management and performance fees on pooled vehicles) and similar founder-controlled operating structure.
• Westwood Holdings: US-based boutique asset manager serving institutional and HNW clients with actively managed equity and fixed-income strategies. Comparable as a small, US-registered investment adviser competing in the same institutional/HNW segment and using a fee-based revenue model.
• Brevan Howard: Privately held macro/multi-strategy hedge fund manager. Comparable as a privately held boutique investment firm managing pooled vehicles for institutional investors, with a similar founder-led structure and direct investor servicing model.
• Capula Investment Management: Boutique, privately held fund manager running opportunistic and trend-following strategies for institutional investors. Closely comparable in operating model — a small, founder-led shop managing pooled vehicles with direct investor relations and use of third-party fund administrators.

Others

• Apex Fund Services: Windmuehle's third-party fund administrator (and the operator of its investor portal). Relevant as a key infrastructure partner rather than a competitor — enabling Windmuehle's operating model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Windmuehle Funds