Weatherhelm Capital Management LLC

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Assets, Funds, Holdings

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Weatherhelm Capital Management LLC
CRD #175019
SEC #801-81110
CIK #
AUM $68.0 MM (2024-05-01)
Employees 2 (100% Investors, 0% Brokers)
Phone518-407-3886
Address5 Washington Street
Cambridge, NY 12816
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
705642281402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 69 16.2
(b) Individuals (high net worth individuals) 13 46.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 4.4
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.0
(n) Other 0 0.0
Total 197 68.0
By Discretionary
Discretionary 189 65.9
Non-Discretionary 8 2.1
Total 197 68.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 68.0
Total 197 68.0
Comparable Firms State AUM ($BB)
St James Investment Advisors LLC
NY 0.1
Opportunus Wealth Management LLC
WA 0.1
Royale Asset Management LLC
NY 0.1
Integrated Planning & Wealth Management LLC
IN 0.1
Lake Road Advisors LLC
NY 0.1
Contego Capital Group Inc
MN 0.1
Black Hill Capital Partners LLC
CA 0.1
Weiss Financial Group LLC
NY 0.1
Sage Hill Advisory and Management LLC
NY 0.1
Lytle Investment Services Corp
NY 0.1
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