Westwind Capital - Investment Advisers

About Westwind Capital

Westwind Capital is an investment adviser headquartered in Las Cruces, New Mexico. It reports $795.93 million in regulatory assets under management and has 10 employees. The firm focuses on separately managed accounts for high net-worth individuals. Its services include investment management advisory, estate planning, and business advisory work such as succession planning and valuation. Members of its investment and advisory teams hold the CFA and CFP designations. The firm's history dates to 1993, when Lord Spence & Associates was formed. Its managing partner and CEO chairs the investment committee, and its head of research and trading leads an office in Denver, Colorado. The firm also oversees the Westwind Capital Foundation, which makes grants throughout the Southwest. For comparison with other firms, see the directory of US investment advisers or the list of investment advisers in New Mexico.

Key Facts

Assets Under Management

$795.93M

Employees

10

SEC File Number

801-43661