Multi-Family OfficeRIA · CRD 146957SEC-Registered

Updated:

Eastwind Capital Wealth Management

EASTWIND CAPITAL WEALTH MANAGEMENT is an SEC-registered investment adviser in WESTERVILLE, OH.

Eastwind Capital Wealth Management

EASTWIND CAPITAL WEALTH MANAGEMENT is an SEC-registered investment adviser in WESTERVILLE, OH. The firm manages approximately $95 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Westerville

Corporate office

New York, NY, United States

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Who runs investment decisions at Eastwind Capital Wealth Management?

Eastwind Capital Wealth Management does not publicly disclose its investment committee or named principals. As a registered investment advisor, oversight is likely handled by a chief investment officer or a managing director team.

Is Eastwind Capital Wealth Management structured as a single family office or a multi-family office?

Eastwind Capital Wealth Management operates as a multi-family office, serving multiple families simultaneously. This structure allows it to offer pooled access to alternative investments while maintaining personalized wealth management for each client.

How does Eastwind Capital Wealth Management source proprietary deal flow?

The firm's deal sourcing is not publicly documented, but as an RIA and multi-family office, it likely leverages relationships with investment banks, private equity firms, and family office networks in New York to identify direct investment opportunities.

What investment stages does Eastwind Capital Wealth Management typically target?

Eastwind Capital Wealth Management focuses on direct investments and co-investments in private credit, real estate, and infrastructure, which are typically growth-stage or mature asset classes. The firm also allocates to hedge funds, indicating a multi-asset approach.

Does Eastwind Capital Wealth Management participate in fund commitments or only direct deals?

The firm engages in both fund commitments and direct deals. Its allocation to hedge funds suggests fund investments, while its focus on direct investments and co-investments implies an appetite for sourcing proprietary opportunities.

Where does the underlying wealth come from for clients of Eastwind Capital Wealth Management?

Eastwind Capital Wealth Management does not disclose the wealth origin of its client families. As a multi-family office, the underlying wealth likely derives from varied sources, including business ownership, inheritance, or professional careers.

Does Eastwind Capital Wealth Management maintain philanthropic structures, and how are they separated?

The firm does not publicly reference any affiliated philanthropic foundations or separate charitable structures. Its wealth management services likely include philanthropic planning for clients, but no distinct Eastwind foundation has been identified.

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