Leeward Investments
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 312557
- Registered since
- September 8, 2021
- Website
- www.lmcg.com
- Custodians
- THE BANK OF NEW YORK MELLON, NORTHERN
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies38.39%
- Other Investment Advisers24.93%
- Pension & Profit Sharing Plans11.77%
- Insurance Companies7.29%
- State / Municipal Government5.66%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Leeward Investments is a privately owned limited liability company that registered with the SEC in 2021. The firm advises both individual/family clients and institutional accounts, charging fees as a percentage of assets under management. Its advisory mandate covers discretionary portfolio management for individuals and small businesses, alongside management for investment companies, pooled investment vehicles and institutional/business clients. Leeward identifies as an active ESG investor and is not structured as a multi-state adviser or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
Patricia Thompson
Chief Compliance OfficerCRD 4726937
Paul Fiore
Chief Operating OfficerCRD 1777442
R. Vingers
President, CEOCRD 2556035
Contacts
3 of 4
Jay Willadsen
PrincipalCRD 6655152
Timothy Murphy
Investment AnalystCRD 4633570
Ryan Satterfield
Investment AnalystCRD 7517480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$16.4M in ETFs
100%
$16.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 VALUE ETF (IWN) | BlackRock | Passive | Small Value | $12.9M | 58,194 | 78.36% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 10 Winthrop Sq
- Time zone
- ET (UTC-5)
- Office locations
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