# Point Windward Advisors, Inc.

> 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.

- CRD: 110457
- Filed as: POINT WINDWARD ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110457
- AdvisorCensus page: https://advisorcensus.com/firm/point-windward-advisors-inc-new-york-ny-110457

## Quick answers

**How is Point Windward Advisors, Inc. compensated?**
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.

**Where is Point Windward Advisors, Inc. located?**
Point Windward Advisors, Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Point Windward Advisors, Inc. registered with the SEC or a state?**
Point Windward Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110457.

**How much does Point Windward Advisors, Inc. manage?**
Point Windward Advisors, Inc. reports $358,565,215 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (97% discretionary).

**How have Point Windward Advisors, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Point Windward Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (230); high net worth individuals (48).

**Which custodians does Point Windward Advisors, Inc. use?**
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.

**Does Point Windward Advisors, Inc. report any disciplinary disclosures?**
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

**What changed in Point Windward Advisors, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $358,565,215
- Discretionary: $347,768,355
- Non-discretionary: $10,796,860

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 230 | $146,432,781 |
| High net worth individuals | 48 | $212,132,434 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
- Other

### Firm details
- Registered since: 1988 (38 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, LA, MA, NH, NJ, NY, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bh-adv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $288,560,109 | 8 | March 19, 2021 |
| October 2022 | $341,636,200 | 8 | June 7, 2022 |
| October 2023 | $265,364,568 | 8 | May 11, 2023 |
| October 2024 | $313,122,695 | 8 | March 28, 2024 |
| October 2025 | $358,565,215 | 9 | March 18, 2025 |
| October 2026 | $358,565,215 | 9 | June 2, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Changed its legal name from Beech Hill Advisors, Inc to Point Windward Advisors, Inc..
- Registered or notice-filed in NY.

### January 2026
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Point Windward Advisors, Inc. (CRD 110457): Form ADV filing data as of October 2026.