|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Leeward Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 288779 |
| SEC # | 801-119921 |
| CIK # | 0001735201 |
| AUM | $323.8 M (2025-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 206-718-6644 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.2 | ||
| Apple Inc | 12.4 | ||
| Amazon Com Inc | 11.6 | ||
| Alphabet Inc | 7.9 | ||
| Costco Wholesale Corp /NEW | 7.7 | ||
| Netflix Inc | 6.8 | ||
| Goldman Sachs Group Inc | 6.8 | ||
| Nvidia Corp | 6.3 | ||
| VISA Inc | 5.7 | ||
| GS Acquisition Holdings Corp | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 28.8 |
| (b) Individuals (high net worth individuals) | 107 | 295.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 323.8 |
| By Discretionary | ||
| Discretionary | 563 | 323.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 563 | 323.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.8 | |
| Total | 563 | 323.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001735201] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Houlihan Financial Resource Group Ltd
✚
|
VA | 0.3 |
|
Perennial Advisors Group LLC
✚
|
MA | 0.3 |
|
Prudent Man Investment Management Inc
✚
|
CO | 0.3 |
|
Kennicott Capital Management LLC
✚
|
0.3 | |
|
All Terrain Financial Advisors LLC
✚
|
MN | 0.3 |
|
S & P Financial Inc
✚
|
OR | 0.3 |
|
AFT Forsyth & Sober LLC
✚
|
FL | 0.3 |
|
Shira Ridge Wealth Management
✚
|
CA | 0.3 |
|
Mindset Wealth Management LLC
✚
|
IN | 0.3 |
|
SFM LLC
✚
|
NH | 0.3 |