|
⚲
|
| Leeward Financial Partners LLC
✚
| |
|---|---|
| CRD # | 288779 |
| SEC # | 801-119921 |
| CIK # | 0001735201 |
| AUM | $269.9 MM (2024-03-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 206-718-6644 |
| Address | 67 Cascade Key Bellevue, WA 98006 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 16.2 | |
| AMZN | 1,092,997.8 | 9.7 | |
| AAPL | 2,382,844.0 | 8.9 | |
| ETN | 51,598.7 | 6.3 | |
| NVDA | 399,550.0 | 5.6 | |
| GOOGL | 1,475,138.5 | 5.6 | |
| ADBE | 172,760.2 | 4.7 | |
| ECL | 43,790.9 | 4.0 | |
| GS | 102,858.9 | 3.7 | |
| V | 419,260.5 | 3.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 41.9 |
| (b) Individuals (high net worth individuals) | 82 | 226.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 521 | 269.9 |
| By Discretionary | ||
| Discretionary | 521 | 269.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 521 | 269.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.9 | |
| Total | 521 | 269.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001735201] |
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