WINDWARD PARTNERS, L.L.C.

WINDWARD PARTNERS, L.L.C. is an SEC-registered investment adviser (CRD 135698). Regulatory assets under management: $29.8M.

Registration

• CRD: 135698
• Type: Registered investment adviser
• Phone: 770-781-5875
• Latest filing: 2026-02-17
• Regulatory AUM: $29.8M
• Discretionary AUM: $29.8M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135698 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search