MIAMI BEACH, FLCRD 316224Latest ADV March 18, 2025
Windward Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Miami Beach, FL. Its latest Form ADV filing, dated March 18, 2025, reports $111M in regulatory assets under management, 3 employees, and 4 accounts.
Assets Under Management
$111M
Employees
3
Offices
--
Total Clients
<5
Primary office
MIAMI BEACH, FL
1691 MICHIGAN AVENUE, SUITE 510, MIAMI BEACH, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111Mas of March 18, 2025
Discretionary100.0%
$111M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$111M
Total Accounts4
10Y AUM Change+$111M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.