LEEWARD INVESTMENTS

RIASEC RegisteredEst. 2021

Total AUM

$2.9B

Discretionary

$2B

70% of AUM

Avg account

$53.1M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Leeward Investments is a privately held LLC that registered with the SEC in 2021 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging advisory fees based on a percentage of assets under management. Leeward’s stated advisory activities span portfolio management for individuals and small businesses, pooled investment vehicles, investment companies, and institutional or business clients. The firm reports that it is an active ESG investor, indicating some integration of environmental, social or governance considerations into its investment process. Publicly available information points to an equity-centric approach combined with allocations to external managers and pooled vehicles rather than operating as an in-house capital allocator.