Investment adviser · CRD 110457

POINT WINDWARD ADVISORS, INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jun 2, 2026

Regulatory AUM: $359M
Client accounts: 559
Employees: 9
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	48	$212,132,434	59.2%
Individuals	230	$146,432,781	40.8%

Filing source

Form ADV 2110362 · Jun 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BEECH HILL PARTNERS, L.P.Hedge Fund · Last reported Jul 16, 2020$7.81MGross asset value

Fund administrator GEMINI FUND SERVICES HAUPPAUGE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WAGNER & ZWERMAN LLP HAPPAUGE, New York, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WAGNER & ZWERMAN LLP
PCAOB 3374

PERSHING LLC
SEC 8-17574

PERSHING LLC
CRD 7560 · SEC 8-17574

Fund details & source

Fund ID: 805-7792425864
Reported beneficial owners: 16
Minimum commitment: $250K

Form ADV 1445557 · Jul 16, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 2, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Market timing

Compensation

Percentage of assets · Commissions

Principal office

880 THIRD AVE 16TH FLOOR
NEW YORK, NY, 10022, United States

CRD 110457

Filing source

Form ADV 2110362 · Jun 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.