# Windward Management LP

> Windward Management LP is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 316224
- Filed as: WINDWARD MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316224
- AdvisorCensus page: https://advisorcensus.com/firm/windward-management-lp-316224

## Quick answers

**How is Windward Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), Windward Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Windward Management LP registered with the SEC or a state?**
Windward Management LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316224.

**How much does Windward Management LP manage?**
Windward Management LP reports $191,631,142 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**How have Windward Management LP's assets and staff changed since 2022?**
In the Form ADV data for Windward Management LP: Regulatory assets under management: $93,800,000 in the October 2022 data and $191,631,142 in the October 2026 data, up 104%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Windward Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Windward Management LP 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/316224

**What changed in Windward Management LP's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $110,546,701 to $191,631,142 (+73%). Added an office in New York, NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $191,631,142
- Discretionary: $191,631,142
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $6,619,200 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $185,011,942 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- New York, NY

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $93,800,000 | 3 | April 13, 2022 |
| October 2023 | $93,938,723 | 2 | July 14, 2023 |
| October 2024 | $96,205,366 | 3 | March 21, 2024 |
| October 2025 | $110,546,701 | 3 | March 18, 2025 |
| October 2026 | $191,631,142 | 4 | August 13, 2026 |

Regulatory assets under management: $93,800,000 in the October 2022 data and $191,631,142 in the October 2026 data, up 104%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $110,546,701 to $191,631,142 (+73%).
- Added an office in New York, NY.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Windward Management LP (CRD 316224): Form ADV filing data as of October 2026.