← Back to searchVisit website
LEEWARD INVESTMENTS
LEEWARD INVESTMENTS, LLC
CRD 312557 · SEC 801-122220
10 WINTHROP SQUARE, SUITE 500, BOSTON, MA, 02110, United States
Phone
617-468-6700
Fax
617-468-6701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.87B
Discretionary AUM
$2.01B
Team
14 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $85.1M |
| Investment companies | 8 | $1.10B |
| Pooled investment vehicles | 1 | $60.5M |
| Pension/profit sharing plans | 3 | $337.7M |
| Charitable organizations | 4 | $152.4M |
| State/municipal entities | 5 | $162.3M |
| Other investment advisers | 2661 | $715.6M |
| Insurance companies | 6 | $209.2M |
| Corporations/business entities | 1 | $45.1M |
States served
CA, IL, LA, MA, MN, NY, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD