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| Leeward Investments LLC
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|---|---|
| CRD # | 312557 |
| SEC # | 801-122220 |
| CIK # | 0001603872, 0001508033, 0001923173 |
| AUM | $2.9 BB (2023-03-29) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 617-468-6700 |
| Address | One Boston Place Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CLH | 4.8 | 0.0 | |
| RRX | 7.8 | 0.0 | |
| THS | 2.3 | 0.0 | |
| EHC | 5.6 | 0.0 | |
| INGR | 5.9 | 0.0 | |
| VVV | 5.2 | 0.0 | |
| LTHM | 4.3 | 0.0 | |
| HURN | 1.3 | 0.0 | |
| NVST | 6.3 | 0.0 | |
| AXTA | 5.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 1.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 4 | 0.3 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 5 | 0.2 |
| (j) Other investment advisers | 2,990 | 0.5 |
| (k) Insurance companies | 6 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 2.9 |
| By Discretionary | ||
| Discretionary | 44 | 2.3 |
| Non-Discretionary | 15 | 0.6 |
| Total | 59 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 59 | 2.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001508033] | |
| D | [0001603872] | |
| 13F-HR | [0001923173] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Accredited Investors Inc
✚
|
MN | 3.0 |
|
Ritholtz Wealth Management
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|
NY | 2.9 |
|
Hightower Altium Holding LLC
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NY | 2.9 |
|
Barrett Asset Management LLC
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|
NY | 2.9 |
|
Nicolet Advisory Services LLC
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|
WI | 2.9 |
|
Dunham & Associates Investment Counsel Inc
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|
CA | 2.9 |
|
Mozaic LLC
✚
|
CA | 2.9 |
|
Lake Street Advisors Group LLC
✚
|
NH | 2.9 |
|
Schwartz Investment Counsel Inc
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|
MI | 2.9 |
|
First Endowment Development Corp
✚
|
TX | 2.9 |