Windward Partners, L.L.C.

Overview

Windward Partners, L.L.C. is a small, privately owned advisory firm that manages portfolios for individuals and families, with a focus on discretionary equity management. The firm charges a percentage-of-assets fee and runs portfolio management services tailored to individuals and small businesses rather than institutional mandates. Investment activity centers on exchange-traded equities and equity-focused strategies; the firm lists equities as its stated preference and does not identify as an active ESG investor. Windward appears to operate as a single-state, owner-operated adviser rather than a multi-state or multi-adviser platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices