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| Happy Holidays!! thanks for using AUM13F!! |
| Leeward Investments LLC
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| CRD # | 312557 |
| SEC # | 801-122220 |
| CIK # | 0001603872, 0001923173, 0001508033 |
| AUM | $2.8 B (2025-03-27) |
| Employees | 14 (36% Investors, 0% Brokers) |
| Phone | 617-468-6700 |
| Address | 10 Winthrop Square Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lumentum Holdings Inc | 0.0 | ||
| Healthsouth Corp | 0.0 | ||
| First Horizon National Corp | 0.0 | ||
| Clean Harbors Inc | 0.0 | ||
| Pinnacle Financial Partners Inc | 0.0 | ||
| Agree Realty Corp | 0.0 | ||
| Wintrust Financial Corp | 0.0 | ||
| Regal Beloit Corp | 0.0 | ||
| Silver Run Acquisition Corp | 0.0 | ||
| Gates Industrial Corp PLC | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 1.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 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 | 2,482 | 0.6 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 2.8 |
| By Discretionary | ||
| Discretionary | 41 | 2.1 |
| Non-Discretionary | 15 | 0.7 |
| Total | 56 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 56 | 2.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001508033] | |
| D | [0001603872] | |
| 13F-HR | [0001923173] |
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