WINDWARD MANAGEMENT LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $110.5M |
| Discretionary | $110.5M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $27.6M |
| Employees | 3 |
| Peak AUM | $110.5MMar 2025 |
AUM by Client Type
Total AUM
$111M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $111M | +14.9% | +18.2% | — | |
| Discretionary AUM | $111M | ||||
Key Metrics
| Total AUM | $110.5M |
| Discretionary | $110.5M |
| Employees | 3 |
| Client Accounts | 4 |
Contact & Location
Address
1691 MICHIGAN AVENUE
MIAMI BEACH FL 33139
Phone
786-206-3126
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$111M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm