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Building 2WINDHAVEN INVESTMENT MANAGEMENT, INC.

Map pinBOSTON, MA
Phone(617) 960-5300
NotebookSEC #801-71836
Total AUM
$8.1B
Employees
51
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE INTERNATIONAL PLACE
33RD FLOOR
BOSTON
MA 02110
United States
Operating Hours
8:30 A.M. - 5 P.M.
Monday - Friday
Phone
(617) 960-5300
Other Offices
6

ReceiptFinancials

Total AUM
$8.1B
Accounts
25,350
Discretionary
$8.1B
Accounts
25,350
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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