TRADEWINDS CAPITAL Overview
Tradewinds Capital Management Llc is an investment advisor that manages 507.5 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 462MM in positions, representing 91% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 462MM in positions, representing 91% of the manager's regulatory AUM.
TRADEWINDS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRADEWINDS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 12.44% | Tech | 2.55% | 0.38% | 0 | 50% | ||
| SCHO | 8.53% | ETF | -0.05% | -0.06% | 1 | 3% | ||
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FEATURED IN
TRADEWINDS CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bryant J. Engebretson | Chief Compliance Officer | March-2008 |
TRADEWINDS CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
TRADEWINDS CAPITAL Investment Strategy
Item 8 Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
Tradewinds Capital Management –...
Unlock Full Investment Process Description
A. The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
Tradewinds Capital Management –...
Unlock Full Investment Process Description
TRADEWINDS CAPITAL Portfolio Concentration
TRADEWINDS CAPITAL Location
2211 RIMLAND DRIVE
SUITE 401
BELLINGHAM, Washington
UNITED STATES, 98226
SUITE 401
BELLINGHAM, Washington
UNITED STATES, 98226
TRADEWINDS CAPITAL Contact Information
Phone Number: 360-715-9000
Fax Number: 360-715-9001
Website: http://www.tradewinds-cm.com
Fax Number: 360-715-9001
Website: http://www.tradewinds-cm.com
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