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POINT WINDWARD ADVISORS, INC.
CRD 110457File 801-31503
APPROVED
Retail clients
Filing as of Jun 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$358.6M
Below cohort median (national)
Discretionary AUM
$347.8M
Non-discretionary $10.8M
Clients
278
559 accounts
Employees
9
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 1, 1988
- Principal office
- 880 THIRD AVE 16TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-350-7250
- Website
- HTTP://WWW.BH-ADV.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $358.6M
- Discretionary AUM
- $347.8M
- Non-discretionary AUM
- $10.8M
- Discretionary accounts
- 547
- Non-discretionary accounts
- 12
- Total accounts
- 559
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $212.1M |
| Individuals (other than high net worth individuals) | 230 | $146.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Educational seminars
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 272 | 278 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $341,636,200 | $358,565,215 | increased by$16,929,015 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 271 | 559 | increased by288 |
| Apr 1, 2022 | Clients | 267 | 272 | increased by5 |
| Apr 1, 2022 | AUM | $288,560,109 | $341,636,200 | increased by$53,076,091 |
| Apr 1, 2022 | Accounts | 378 | 271 | decreased by107 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POINT WINDWARD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POINT WINDWARD” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.