Inactive

Adam Robert Ladd

Windrose Advisors LLC

CRD 8187380

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Employer firm

Windrose Advisors LLC CRD 152145

$2.67B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Windrose Advisors Llc

Watermill Center 800 South Street, Suite 600, Waltham, MA 02453 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-01-23

MA RA
APPROVED

Since 2026-01-23

Branch Locations

Watermill Center 800 South Street, Suite 600, Waltham, MA 02453 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Windrose Advisors Llc	Waltham	MA	03/2020	Present
Amherst College Investment Office	Amherst	MA	05/2017	03/2020
Babson Capital	Springfield	MA	06/2016	09/2016
University Of Massachusetts Amherst	Amherst	MA	06/2015	05/2017

03/2020 → Present

Windrose Advisors Llc

Waltham, MA
05/2017 → 03/2020

Amherst College Investment Office

Amherst, MA
06/2016 → 09/2016

Babson Capital

Springfield, MA
06/2015 → 05/2017

University Of Massachusetts Amherst

Amherst, MA

Designations

Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MONTIS FINANCIAL, LLC

PROSPECT HILL GROWTH PARTNERS, L.P.

BALLENTINE PARTNERS

Nearby Investors

Randall Krail Schaible

TIMOTHY ROBERT BROWN

Nearby Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA

PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA

BALLENTINE PARTNERS · WALTHAM, MA

More in Waltham, MA

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