Data / Investment advisers / New York / Point Windward Advisors, Inc.
Point Windward Advisors, Inc., New York, NY: $359 million AUM, SEC registered investment adviser
Point Windward Advisors, Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $359 million in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and commissions.
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- Registration
- SEC registered investment adviser
- CRD number
- 110457
- SEC file number
- 801-31503
- SEC status
- Approved, effective April 1, 1988
- Main office
- 880 Third Ave 16th Floor, New York, NY 10022
- Phone
- (212) 350-7250
- Website
- bh-adv.com
- Regulatory AUM
- $358,565,215 in the Form ADV filed June 2, 2026
- Discretionary AUM
- $347,768,355
- Non discretionary AUM
- $10,796,860
- Accounts
- 559
- Employees
- 9, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, commissions
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $212.1 million |
| Individuals (other than high net worth individuals) | 230 | $146.4 million |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sage Advisors, LLC | New York | $366.1 million | 22 | adviserinfo.sec.gov |
| Reservoir Operations, L.P. | New York | $364.8 million | 5 | adviserinfo.sec.gov |
| Redwood Grove Capital, LLC | New York | $364 million | 1 | adviserinfo.sec.gov |
| Domani Advisors | New York | $362.8 million | Not listed | adviserinfo.sec.gov |
| University Ventures | New York | $362.6 million | 10 | adviserinfo.sec.gov |
| Papamarkou Wellner Perkin Advisors | New York | $357.5 million | 1 | adviserinfo.sec.gov |
| Oakcliff Partners LLC | New York | $356.3 million | 2 | adviserinfo.sec.gov |
| Twin Point Capital LLC | New York | $355.9 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Point Windward Advisors, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.