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| Southwind Associates of NJ Inc
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|---|---|
| CRD # | 110371 |
| SEC # | 801-57412 |
| CIK # | |
| AUM | 299.1 M (2026-03-18) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 201-376-1507 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | CAIN5 LP | [2018-03-22] | 2.8 M | 15.6 M |
| Filed 2013-06-24 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Central Partners LP | [2018-03-22] | 13.2 M | 6.4 M |
| Filed 2014-08-28 (D/A) · Exemption 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Insignia LP | [2018-03-22] | 4.7 M | 0.0 M |
| Filed 2014-08-28 (D/A) · Exemption 3(c), 3(c)(1) · Minimum $40,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 7.4 |
| (b) Individuals (high net worth individuals) | 26 | 124.8 |
| (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 | 2 | 22.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 145.0 |
| (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 | 122 | 299.1 |
| By Discretionary | ||
| Discretionary | 105 | 98.8 |
| Non-Discretionary | 17 | 200.4 |
| Total | 122 | 299.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.1 | |
| Total | 122 | 299.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Villafranco | Executive Officer | 6 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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