{
  "crd_number": 110457,
  "slug": "point-windward-advisors-inc-new-york-ny-110457",
  "primary_business_name": "POINT WINDWARD ADVISORS, INC.",
  "legal_name": "POINT WINDWARD ADVISORS, INC.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-04-01",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-06-02",
  "carried_forward": false,
  "raum_total": 358565215.0,
  "raum_discretionary": 347768355.0,
  "raum_non_discretionary": 10796860.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 146432781.0,
      "count": 230
    },
    "high_net_worth_individuals": {
      "raum": 212132434.0,
      "count": 48
    }
  },
  "compensation_types": [
    "commissions",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "market_timing",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "LA",
    "MA",
    "NH",
    "NJ",
    "NY",
    "TX",
    "VT"
  ],
  "websites": [
    "https://bh-adv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110457",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/point-windward-advisors-inc-new-york-ny-110457",
  "display_name": "Point Windward Advisors, Inc.",
  "summary": "Point Windward Advisors, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 1988, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.",
  "citation": "AdvisorCensus. Point Windward Advisors, Inc. (CRD 110457): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Market timing services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Point Windward Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Point Windward Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Point Windward Advisors, Inc. located?",
      "a": "Point Windward Advisors, Inc.'s principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Point Windward Advisors, Inc. registered with the SEC or a state?",
      "a": "Point Windward Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110457."
    },
    {
      "q": "How much does Point Windward Advisors, Inc. manage?",
      "a": "Point Windward Advisors, Inc. reports $358,565,215 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (97% discretionary)."
    },
    {
      "q": "How have Point Windward Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Point Windward Advisors, Inc.: Regulatory assets under management: $288,560,109 in the October 2021 data and $358,565,215 in the October 2026 data, up 24%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Point Windward Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (230); high net worth individuals (48)."
    },
    {
      "q": "Which custodians does Point Windward Advisors, Inc. use?",
      "a": "Point Windward Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Point Windward Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110457"
    },
    {
      "q": "What changed in Point Windward Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Changed its legal name from Beech Hill Advisors, Inc to Point Windward Advisors, Inc.. Registered or notice-filed in NY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 288560109.0,
      "total_employees": 8,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 341636200.0,
      "total_employees": 8,
      "filing_date": "2022-06-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 265364568.0,
      "total_employees": 8,
      "filing_date": "2023-05-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 313122695.0,
      "total_employees": 8,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 358565215.0,
      "total_employees": 9,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 358565215.0,
      "total_employees": 9,
      "filing_date": "2026-06-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Changed its legal name from Beech Hill Advisors, Inc to Point Windward Advisors, Inc..",
        "Registered or notice-filed in NY."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/point-windward-advisors-inc-new-york-ny-110457.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 230,
      "fewer_than_5": false,
      "raum": 146432781.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 212132434.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110457",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}