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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tradewinds Asset Management LLC
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|---|---|
| CRD # | 323879 |
| SEC # | 801-127142 |
| CIK # | |
| AUM | $137.3 M (2025-03-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 503-673-2828 |
| Address | 5550 S Macadam Ave Portland, OR 97239 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Aeovia Hedged Equity Fund LP | [2025-03-24] | 0.0 | 9.1 |
| HF | Aeovia Hedged Equity Fund LP | [2022-12-07] | 0.0 | 7.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 79.4 |
| (b) Individuals (high net worth individuals) | 32 | 48.8 |
| (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 | 1 | 9.1 |
| (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 | 265 | 137.3 |
| By Discretionary | ||
| Discretionary | 265 | 137.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 265 | 137.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.3 | |
| Total | 265 | 137.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Christian Durso | 1 |
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|---|---|---|
|
Tsai Capital Corporation
✚
|
0.1 | |
|
Artience Capital Management LLC
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|
0.1 | |
|
Equilibrium Ventures LLC
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NY | 0.1 |
|
Capstone Investment Financial Group LLC
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NY | 0.1 |
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Wayve Capital Management LLC
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|
0.1 | |
|
SCG Asset Management LLC
✚
|
IL | 0.1 |
|
Red Crane Wealth Management LLC
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|
CA | 0.1 |
|
Colrain Capital LLC
✚
|
MA | 0.1 |
|
Womack Financial LLC
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TX | 0.1 |
|
Hover4Pi Capital Management Limited
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|
0.1 |