WINDWARD MANAGEMENT LP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2THEODORE WOO
COO & CFOCRD 3085668
MARC CHALFIN
Chief Investment Officer, FounderCRD 4606208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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