Leeward Investments 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 10, 2026, reports $2.9B in regulatory assets under management, 14 employees, and 54 accounts.
Assets Under Management
$2.9B
Employees
14
Offices
--
Total Clients
2,700
Primary office
BOSTON, MA
10 WINTHROP SQUARE, SUITE 500, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 98.6% of total clients.
Top client categories% of clientsClients
1
Other Advisers
98.6%
2,661
2
HNWI
0.4%
11
3
Investment Cos.
0.3%
8
4
Insurance Cos.
0.2%
6
5
Government
0.2%
5
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Corporations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 10, 2026
Discretionary69.9%
$2.0B
70% of total RAUM69.9%
Non-discretionary30.1%
$863M
30% of total RAUM30.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.9B
Total Accounts54
10Y AUM Change+$2.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee193:1
10Y Employee Change+11 (+366.7%)
* 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.