AUTUMN WIND ASSET MANAGEMENT INC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RESTON, Virginia
CRD number
110569
Registered since
March 28, 2024

Firm profile

FINTRX

Overview

Autumn Wind Asset Management Inc is a small, privately owned investment adviser organized as a corporation and registered with the SEC in 2024. The firm operates as an active discretionary manager and also serves as sponsor, general partner and managing member for pooled investment vehicles. Its investment activity mixes liquid public-market instruments (mutual funds and likely ETFs and stocks) with a pronounced allocation to alternative strategies — most notably hedge fund strategies and private-market exposures such as private equity, venture capital, real estate, commodities and oil & gas. The firm’s model appears focused on running pooled vehicles alongside managed accounts rather than building a large roster of retail advisory relationships. That structure allows Autumn Wind Asset Management Inc to combine third‑party external alternative managers with internally sponsored funds and GP-level management of those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MICHAEL O'DONNELL

    President and Chief Investment OfficerCRD 5771604

Contacts

1 of 1
  • THOMAS FALKENBERRY

    Managing DirectorCRD 1925791

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RESTON, VA

FAIRFAX

Location

RESTON, VA

Headquartered in RESTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
11911 Freedom Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth