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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Southwind Associates of NJ Inc
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|---|---|
| CRD # | 110371 |
| SEC # | 801-57412 |
| CIK # | |
| AUM | $283.5 M (2025-03-28) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 201-376-1507 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Cain5 LP | [2018-03-22] | 2.8 | 14.0 |
| HF | Central Partners LP | [2018-03-22] | 13.2 | 5.9 |
| HF | Insignia LP | [2018-03-22] | 2.8 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 9.4 |
| (b) Individuals (high net worth individuals) | 24 | 116.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 19.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 137.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 283.5 |
| By Discretionary | ||
| Discretionary | 103 | 90.2 |
| Non-Discretionary | 35 | 193.3 |
| Total | 138 | 283.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.5 | |
| Total | 138 | 283.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| William Villafranco | 6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Scalar Gauge Management LLC
✚
|
TX | 0.3 |
|
TC43 LLC
✚
|
NY | 0.3 |
|
Park Miller LLC
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|
CA | 0.3 |
|
Ekanta Wealth Advisors LLC
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|
FL | 0.3 |
|
Private Wealth Group LLC
✚
|
FL | 0.3 |
|
Colliers Securities LLC
✚
|
MN | 0.3 |
|
Templeton & Phillips Capital Management LLC
✚
|
TN | 0.3 |
|
Black Toro LLC
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|
FL | 0.3 |
|
Kailasa Capital Management LLC
✚
|
PA | 0.3 |
|
Indiano Capital Management Inc
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|
NY | 0.3 |