Windward Management LP provides portfolio management services to pooled investment vehicles and separately managed accounts. The firm offers advice on asset allocation and investment selection, basing decisions on investment analysis and client guidelines. Windward Management provides discretionary investment advisory services. The firm does not participate in wrap fee programs.
Assets Under Management$110M
Clients3
AdvisorsN/A
Avg. per Client$37M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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