WINDWARD MANAGEMENT LP

RIASEC RegisteredEst. 2021
Total AUM
$111M
Discretionary
$111M
100% of AUM
Avg account
$27.6M
Accounts
4
Employees
3
Advisory reps
2

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
316224
Registered since
December 17, 2021
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles54.77%
  • Corporations / Businesses45.23%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Windward Management LP is organized as a limited partnership and operates as a hedge fund serving primarily institutional clients. The firm is SEC-registered (since 2021) and describes its advisory work to include portfolio management for both individuals/small businesses and pooled investment vehicles. Windward also functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and serves in sponsor/GP and managing-member roles for pooled vehicles. Its fee arrangements include both a percentage of assets under management and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • THEODORE WOO

    COO & CFOCRD 3085668

  • MARC CHALFIN

    Chief Investment Officer, FounderCRD 4606208

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1691 Michigan Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth