Leeward Investments

RIASEC Registered

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 an SEC-registered institutional RIA (registration year 2021) that manages portfolios for both individual/family and institutional clients. Its advisory work spans discretionary portfolio management for individuals and small businesses, pooled investment vehicles and investment companies, and institutional/business mandates. The firm charges fees based on a percentage of assets under management and identifies as an active ESG investor. Leeward is organized as an LLC and owned by an individual. It is not characterized as a capital allocator; instead its model centers on direct portfolio management across client types rather than functioning primarily as an allocator to private managers.