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Building 2ALPHA WINDWARD LLC

Map pinWESTWOOD, MA
Phone781-326-8880
NotebookSEC #801-55610
Total AUM
$159.5M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 LOWDER BROOK DRIVE
SUITE 2400
WESTWOOD
MA 02090-1178
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
781-326-8880

ReceiptFinancials

Total AUM
$159.5M
Accounts
141
Discretionary
$159.5M
Accounts
141
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$18M
HNW Individual Clients
34
AUM
$70.5M
Pooled Vehicle Clients
1
AUM
$69.9M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$175.1K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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