Investment adviser · CRD 106908

WINDWARD CAPITAL MANAGEMENT CO

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Jun 10, 2026

Regulatory AUM: $1.86B
Client accounts: 278
Employees: 7
Advisory professionals: 3

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	74	$1,180,839,015	63.5%
Retirement plans	35	$641,814,533	34.5%
Individuals	53	$24,643,205	1.3%
Charities	4	$9,341,507	0.5%
Corporations & businesses	3	$4,310,781	0.2%

Filing source

Form ADV 2112130 · Jun 10, 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.

S.L. REED PARTNERS, L.P.Hedge Fund · Last reported Feb 17, 2017$16.2MGross asset value

Fund administrator MERIDIAN FUND SERVICES (USA) LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ROTHSTEIN KASS LOS ANGELES, California, United States

Custodian J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No

Marketer LEGEND MERCHANT GROUP, INC. SAN FRANCISCO, California, United States Related to adviser: No

Prime broker J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

J.P. MORGAN CLEARING CORP.
SEC 8-43724

LEGEND MERCHANT GROUP, INC.
CRD 5155

J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724

Fund details & source

Fund ID: 805-9688945671
Reported beneficial owners: 11
Minimum commitment: $500K

Form ADV 1069141 · Feb 17, 2017 · 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 10, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

11111 SANTA MONICA BOULEVARD, SUITE 1200
LOS ANGELES, CA, 90025, United States

CRD 106908

Filing source

Form ADV 2112130 · Jun 10, 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.