Windward Management LP
SEC RegisteredResearch-driven investment strategy
About the firm
Windward Management LP is founded by Marc Chalfin and is focused on equity long/short investing. The firm employs a distinctive fundamental value with a catalyst strategy, making concentrated investments primarily in small-to-mid (SMID) cap companies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Equity long/short investing with a fundamental value and catalyst strategy, making concentrated investments primarily in small-to-mid (SMID) cap companies, targeting asymmetric risk/rewards (5-1) over a medium-term time horizon (6-24 months) through a primary research intensive and deeply fundamental process.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $61M |
Leadership
Office locations
Regulatory & compliance
Data as of March 18, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Windward Management LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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