Windward Capital Management Co
● SEC registered since 1995CRD 106908SEC# 801-50819Los Angeles, CA
Reg. AUM
$1.86B
Employees
7
Accounts
278
Location
Los Angeles, CA
Windward Capital Management Co assets under management
Windward Capital Management Co is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 1995. It reports $1.9 billion in regulatory assets under management and employs 7 people.
Windward Capital Management Co owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Robert Bessler Control | Cio | Under 5% | 2004 |
| Jeremy Ronald Johnson Control | Chief Compliance Officer | Under 5% | 2026 |
| Joseph Colin Robillard Control | President | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Windward Capital Management Co manage?
Windward Capital Management Co reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Windward Capital Management Co have?
Windward Capital Management Co reports 7 employees.
Where is Windward Capital Management Co located?
Windward Capital Management Co is based in Los Angeles, CA and has been SEC-registered since 1995.
Does Windward Capital Management Co disclose fund performance?
Windward Capital Management Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA 90025 |
| Phone | 310-893-3000 |
| Fax | 310-893-3001 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1078635 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.86B▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.86Bregulatory AUM
Discretionary $1.28BNon-discretionary $582.9M