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Adviser Profile

Registration status Registration Changed to AUTUMN WIND ASSET MANAGEMENT INC
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 1
AUM* 165,142,453 16.61%
of that, discretionary 165,142,453 16.61%
Private Fund GAV* 0 -100.00%
Avg Account Size 829,862 11.92%
SMA’s Yes
Private Funds 0 1
Contact Info 703 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
157M 135M 112M 90M 67M 45M 22M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees