Overview
Windward Management LP (the “Firm”) is a Delaware limited partnership, which was formed on
July 16, 2021. The Firm is a U.S. Securities and Exchange Commission (“SEC”) registered
investment adviser. Registration as an investment adviser does not imply a level of skill or training.
The Firm is owned by Marc Chalfin (99%) and Windward Management LLC (1%), which is in
turn wholly owned by Marc Chalfin.
The Firm currently provides portfolio management services to pooled investment vehicles and
separately managed accounts. Currently, the Firm provides portfolio management services for
Windward Management Partners Master Fund Ltd., a Cayman Islands exempted company;
Windward Management Partners LP, a Delaware limited partnership; and Windward Management
Partners (Cayman), Ltd., a Cayman Islands exempted company (collectively, the “Funds”), and
one or more managed accounts or sub-advised accounts (the “Managed Accounts”, and together
with the Funds, the “Clients”), pursuant to investment advisory agreements. Of the Funds, only
Windward Management Partners LP is available to U.S. investors; references herein to the Funds
and their Offering
Documents (as defined below) generally refer only to Windward Management
Partners LP. Investors should carefully review all Fund Offering Documents prior to investment.
The Firm does not hold itself out as specializing in a particular type of advisory service. Advisory
services include among other things, providing advice regarding asset allocation and the selection
of investments. Decisions relating to investment advice are based on an analysis of the merits of
the investment involved and on the investment guidelines and restrictions of the Client. The Firm
provides discretionary investment advisory services to all fee paying Client accounts. Lower fees
for comparable services may be available from other sources. In certain circumstances, particularly
with respect to Managed Accounts, the Firm will tailor its advisory services. Additionally, Clients
may impose restrictions on investing in certain securities or certain types of securities.
The Firm does not participate in wrap fee programs.
As of December 31, 2023, the Firm managed approximately $96,205,366 on a discretionary basis
and $0 on a non-discretionary basis.