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| Point Windward Advisors Inc
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|
|---|---|
| CRD # | 110457 |
| SEC # | 801-31503 |
| CIK # | 0001356202 |
| AUM | $358.6 M (2026-06-02) |
| Employees | 9 (89% Investors, 56% Brokers) |
| Phone | 212-350-7250 |
| Address | 880 Third Ave 16th Floor New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Blackstone Group LP | 7.1 | ||
| Apple Inc | 6.0 | ||
| Amazon Com Inc | 6.0 | ||
| Alphabet Inc | 5.7 | ||
| AbbVie Inc | 5.0 | ||
| Facebook Inc | 4.8 | ||
| Broadcom Inc | 4.6 | ||
| Applied Materials Inc /DE | 4.3 | ||
| Microsoft Corp | 4.2 | ||
| Merck & Co Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Beech Hill Partners LP | 2012-03-30 | 7.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 146.4 |
| (b) Individuals (high net worth individuals) | 48 | 212.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 559 | 358.6 |
| By Discretionary | ||
| Discretionary | 547 | 347.8 |
| Non-Discretionary | 12 | 10.8 |
| Total | 559 | 358.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 354.3 | |
| Total | 559 | 358.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001356202] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brainvest Wealth Management LLC
✚
|
FL | 0.7 |
|
MRA Advisory Group
✚
|
FL | 0.4 |
|
Sterneck Capital Management LLC
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|
MO | 0.3 |
|
Diversified Investment Strategies LLC
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|
LA | 0.2 |
|
Paradigm Advisors LLC
✚
|
TX | 0.1 |
|
Legacy Capital Management Inc
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|
CA | 0.0 |
|
von Kohorn Research & Advisory Inc
✚
|
CT | 0.0 |
|
ACM Investment Advisor LLC
✚
|
TX | 0.0 |
|
Sintra Capital Corp
✚
|
NY | 0.0 |
|
Chartwell Family Office LLC
✚
|
CT | 0.0 |