This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.03 fund_share=0.97 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$192MItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$192M

Private client RAUM

$6.6MderivedItem 5.D individuals plus high net worth individuals

Private client share

3%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

4

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

5

Private funds

2Schedule D 7.B(1)

SEC number

801-122905

CRD

316224

Filings on the tape

9

First filed

Nov 18, 2021

Latest filed

Aug 13, 2026

Organised

Limited Partnership, DE

Website

windwardmg.com

• Occurred

  Nov 18, 2021
  First Form ADV filing

  Windward Management Lp filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:784ae8ad-a4aa-e63e-509b-2b375f70fe96

First observed

Nov 18, 2021

Last observed

Aug 13, 2026 38 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.