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LEEWARD INVESTMENTS
BOSTON, MA
617-468-6700
SEC #801-122220Total AUM
$2.9B
Employees
14Clients
2,700Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 WINTHROP SQUARE
SUITE 500
BOSTON
MA 02110
United States
SUITE 500
BOSTON
MA 02110
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
617-468-6700
Financials
Total AUM
$2.9B
Accounts
54Discretionary
$2B
Accounts
39Non-Discretionary
$862.8M
Accounts
15
Clients
HNW Individual Clients
11AUM
$85.1M
Investment Company Clients
8AUM
$1.1B
Pooled Vehicle Clients
1AUM
$60.5M
Pension/Profit Sharing Plan Clients
3AUM
$337.7M
Charitable Organization Clients
4AUM
$152.4M
Government Entity Clients
5AUM
$162.3M
Investment Advisor Clients
2,661AUM
$715.6M
Insurance Company Clients
6AUM
$209.2M
Corporation or Business Clients
1AUM
$45.1M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILLAMANYOHPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.