WEATHERHELM CAPITAL MANAGEMENT LLC

CRD 175019File 801-81110

APPROVED

Retail clients

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$90.6M

Bottom 25% of cohort (national)

Discretionary AUM

$87.5M

Non-discretionary $3.1M

Clients

211 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.