Howland Capital Management LLC

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Assets, Funds, Holdings

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Howland Capital Management LLC
CRD #104726
SEC #801-8390
CIK #0001079112
AUM $2.8 BB (2024-03-29)
Employees 32 (31% Investors, 0% Brokers)
Phone617-357-9110
Address75 Federal St, Ste 1100
Boston, MA 02110-1911
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 0.1
GOOGL 1,475.1 0.1
AAPL 2,382.8 0.1
WSO 9.3 0.1
TJX 67.3 0.1
V 419.3 0.0
SPGI 113.1 0.0
APH 38.6 0.0
META 434.9 0.0
DHR 183.1 0.0
View All
Holdings by Sector ($BB)
3.02.41.81.20.60.02013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other HCM Venture Fund IX 2022-03-18 10.2
Other HCM Venture Fund VIII LLC 2019-03-14 11.1
Other HCM Venture Fund VII LLC 2014-03-27 10.8
Other HCM Venture Fund III LLC 2012-03-28 0.0
Other HCM Venture Fund II LLC 2012-03-28 0.0
Other HCM Venture Fund IV LLC 2012-03-28 0.4
Other HCM Venture Fund LLC 2012-03-28 0.1
Other HCM Venture Fund VI LLC 2012-03-28 2.6
Other HCM Venture Fund V LLC 2012-03-28 0.6
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,051 1.2
(b) Individuals (high net worth individuals) 103 1.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 0.0
(h) Charitable organizations 26 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 9 0.0
(n) Other 0 0.0
Total 1,819 2.8
By Discretionary
Discretionary 1,819 2.8
Non-Discretionary 0 0.0
Total 1,819 2.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.7
Total 1,819 2.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001079112]
Comparable Firms State AUM ($BB)
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Wealth Management Nebraska LLC
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XML Financial LLC
MD 2.8
Alera Investment Advisors LLC
IL 2.7
BT Family Office LLC
GA 2.7
St Germain Investment Management Inc
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Voya Financial Advisors Inc
CT 2.7
Donaldson Capital Management LLC
IN 2.7
Arete Wealth Advisors LLC
IL 2.7
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