|
⚲
|
| Windward Capital Management Co
✚
|
|
|---|---|
| CRD # | 106908 |
| SEC # | 801-50819 |
| CIK # | |
| AUM | $940.0 MM (2023-03-28) |
| Employees | 12 (33% Investors, 83% Brokers) |
| Phone | 310-893-3000 |
| Address | 11111 Santa Monica Boulevard Los Angeles, CA 90025 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | SL Reed Partners LP | 2014-01-24 | 16.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 177 | 858.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 36.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 10 | 42.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 940.0 |
| By Discretionary | ||
| Discretionary | 211 | 940.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 211 | 940.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 940.0 | |
| Total | 211 | 940.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Savoie Capital LLC
✚
|
IL | 1.0 |
|
Pine Valley Investments Limited Liability Company
✚
|
NJ | 1.0 |
|
Semper Capital Management LP
✚
|
NY | 1.0 |
|
Ativo Capital Management LLC
✚
|
IL | 1.0 |
|
Avestar Capital LLC
✚
|
NY | 1.0 |
|
Hollow Brook Wealth Management LLC
✚
|
NY | 1.0 |
|
Provident Investment Management Inc
✚
|
MI | 1.0 |
|
Optima Asset Management LLC
✚
|
NY | 0.9 |
|
Regal Partners Limited
✚
|
0.9 | |
|
Aliya Capital Partners LLC
✚
|
FL | 0.9 |