RIA · CRD 342069SEC-Registered

Updated:

Northwind Financial

NORTHWIND FINANCIAL LLC is an SEC-registered investment adviser in BEND, OR, registered since 2026. The firm manages approximately $105 million in assets.

Northwind Financial

NORTHWIND FINANCIAL LLC is an SEC-registered investment adviser in BEND, OR, registered since 2026. The firm manages approximately $105 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Bend

Corporate office

Grand Rapids, MI, United States

Principals

John C. Kennedy

Principal

Sector focus

Industrial TechReal EstateHealthcare ServicesPrivate Credit

Frequently asked questions

Is Autocam Medical part of Northwind Financial's portfolio?

Yes. Autocam Medical, which manufactures precision surgical instruments, cutting tools, and orthopedic implants, was retained by Kennedy after the Autocam automotive business was sold. It functions as a direct operating business interest under the Northwind umbrella and has continued expanding its Michigan production capacity.

Does Northwind Financial invest in venture capital or startups?

The office's investment posture is oriented toward established, cash-flowing industrial and healthcare businesses rather than early-stage venture. No disclosed activity in traditional venture rounds exists; the focus remains on lower-middle-market buyouts and growth equity within manufacturing-adjacent sectors.

How does Northwind Financial approach private credit?

Northwind originates and participates in asset-backed and cash-flow-based loans to industrial borrowers, a segment where Kennedy's operational expertise informs credit underwriting. The private credit strategy is opportunistic and tends to complement the office's equity investments in manufacturing and healthcare services.

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