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⚲
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| Westwind Capital
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|
|---|---|
| CRD # | 106802 |
| SEC # | 801-43661 |
| CIK # | 0000899763, 0001729269 |
| AUM | $795.9 M (2026-04-07) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 575-556-8500 |
| Address | 1800 S Telshor Las Cruces, NM 88011 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| AMB Property Corp | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Texas Pacific Land Corp | 0.0 | ||
| Bloom Energy Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Spence Asset Management Strategic Opportunities Fund I LP | [2024-06-04] | 3.3 | 2.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 742 | 212.6 |
| (b) Individuals (high net worth individuals) | 230 | 525.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 135 | 21.9 |
| (h) Charitable organizations | 14 | 11.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 25.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,131 | 795.9 |
| By Discretionary | ||
| Discretionary | 2,127 | 789.2 |
| Non-Discretionary | 4 | 6.7 |
| Total | 2,131 | 795.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 795.8 | |
| Total | 2,131 | 795.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Eric Walton | 4 | 2 | ||
| Scott Kozney | 1 | 1 | ||
| Sheila Walton | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729269] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Portfolio Strategies Inc NY
✚
|
NJ | 1.0 |
|
Canvas Wealth Advisors LLC
✚
|
KS | 0.9 |
|
Rovin Capital LLC
✚
|
AZ | 0.9 |
|
G2 Capital Management LLC
✚
|
OH | 0.8 |
|
Towercrest Capital Management LLC
✚
|
PA | 0.7 |
|
Acumen Wealth Advisors LLC
✚
|
TN | 0.6 |
|
FCA Corp
✚
|
TX | 0.6 |
|
Regis Metro Associates Inc
✚
|
CA | 0.6 |
|
Trevian Wealth Management LLC
✚
|
0.6 | |
|
Stony Point Wealth Management Inc
✚
|
VA | 0.5 |