Howland Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $3.7B in regulatory assets under management, 35 employees, and 2,010 accounts.
Assets Under Management
$3.7B
Employees
35
Offices
--
Total Clients
1,310
Primary office
BOSTON, MA
75 FEDERAL ST, STE 1100, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
1,125
2
HNWI
11.1%
145
3
Charitable
2.1%
27
4
Corporations
0.6%
8
5
Pension Plans
0.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of March 31, 2026
Discretionary100.0%
$3.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.7B
Total Accounts2,010
10Y AUM Change+$2.0B (+119.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee37:1
10Y Employee Change+8 (+29.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.