Windward Management LP
Firm details
- Headquarters
- ,
- 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 Vehicles96.55%
- HNWI3.45%
- 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 advising both pooled vehicles and individual/small-business portfolios. Its client base is primarily institutional. The firm charges asset-based fees and performance fees and is registered with the SEC since 2021. Operationally Windward functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and is active as a sponsor, general partner, or managing member of pooled investment vehicles. The firm does not identify as an ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2Benjamin Taksel
COO & CFOCRD 2894492
Marc Chalfin
Chief Investment Officer, FounderCRD 4606208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
K2 Financial Inc.
RIAGlendora, CA
Old Rock Asset Management LLC
RIASanctuary Advisors
RIADenver, CO
Five Pine Wealth
RIACoeur D Alene, ID
Phorcys Capital Partners, LLC
RIAAlpharetta, GA