← Tributary

WINDWARD MANAGEMENT LP

· CRD 316224 · IAPD ↗ · windwardmg.com · 772-304-4901

$191.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — WINDWARD MANAGEMENT LP added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
September 2026 — WINDWARD MANAGEMENT LP reported RAUM up 73% ($110.5M -> $191.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.