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WEATHERHELM CAPITAL MANAGEMENT LLC
CRD 175019File 801-81110
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$90.6M
Bottom 25% of cohort (national)
Discretionary AUM
$87.5M
Non-discretionary $3.1M
Clients
77
211 accounts
Employees
4
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 12, 2015
- Principal office
- 5 WASHINGTON STREET, SUITE 1, CAMBRIDGE, NY, 12816
- Phone
- 518-407-3886
- Website
- http://www.weatherhelm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $90.6M
- Discretionary AUM
- $87.5M
- Non-discretionary AUM
- $3.1M
- Discretionary accounts
- 204
- Non-discretionary accounts
- 7
- Total accounts
- 211
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| High net worth individuals | 12 | $70.8M |
| Pension and profit sharing plans | Fewer than 5 | $924K |
| Individuals (other than high net worth individuals) | 65 | $17.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 78 | 77 | decreased by1 |
| Apr 1, 2026 | AUM | $82,790,711 | $90,630,554 | increased by$7,839,843 |
| Apr 1, 2026 | Accounts | 204 | 211 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 5 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 83 | 78 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $49,418,370 | $82,790,711 | increased by$33,372,341 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 185 | 204 | increased by19 |
| Apr 1, 2022 | Clients | 80 | 83 | increased by3 |
| Apr 1, 2022 | AUM | $45,552,810 | $49,418,370 | increased by$3,865,560 |
| Apr 1, 2022 | Accounts | 177 | 185 | increased by8 |
| 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 “WEATHERHELM CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEATHERHELM CAPITAL” 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.