Northwind Holdings LLC

Northwind Holdings LLC

LLC
NWH
Parent Entity
Northwind Family LP
100.0% ownership
Tax ID / FEIN
**-***6633
Address
412 Queens Road, Charlotte, NC 28207 NC
Investment Class
Hale
Status
Investing
Total Invested
$-800,000
Total FMV
$3,350,000
Distributions
$187,673
# Investments
2
# Sub-entities
0
Ownership
who owns NWH
Direct owners
total 100.00%
Ultimate owners
Northwind Gift Trust via Northwind Family LP 60.00%
Northwind Legacy Trust via Northwind Family LP 30.00%
Morgan Hale via Northwind Family LP 10.00%
total 100.00%
Deal Name Asset Type Status Invested FMV Distributions
Clearwater Storage
Clearwater Self Storage LLC
Real Estate Active $1,200,000 $1,350,000 $187,673
Intercompany Loan: Northwind Holdings LLC
Northwind Holdings LLC
Private Credit Active $-2,000,000 $2,000,000 $0
Period Amount
Sep 2026 $5,753
Aug 2026 $6,025
Jul 2026 $6,549
Jun 2026 $6,244
May 2026 $6,548
Apr 2026 $6,695
Mar 2026 $6,153
Feb 2026 $6,363
Jan 2026 $5,767
Dec 2025 $6,468
Nov 2025 $6,000
Oct 2025 $6,646
Sep 2025 $5,862
Aug 2025 $6,477
Jul 2025 $5,977
Jun 2025 $6,338
May 2025 $6,691
Apr 2025 $6,458
Mar 2025 $6,436
Feb 2025 $6,210
Jan 2025 $6,156
Dec 2024 $5,717
Nov 2024 $6,025
Oct 2024 $6,402
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