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| Leeward Investments LLC
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|---|---|
| CRD # | 312557 |
| SEC # | 801-122220 |
| CIK # | 0001923173, 0001603872, 0001508033 |
| AUM | 2,869.9 M (2026-03-10) |
| Employees | 14 (36% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-468-6700 |
| Address | 10 Winthrop Square Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001923173 0001603872 0001508033 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| JDS Uniphase Corp /CA/ | 0.0 | |
| Silver Run Acquisition Corp | 0.0 | |
| Regal Beloit Corp | 0.0 | |
| Clean Harbors Inc | 0.0 | |
| Healthsouth Corp | 0.0 | |
| Agree Realty Corp | 0.0 | |
| Hexcel Corp /DE/ | 0.0 | |
| Standex International Corp/De/ | 0.0 | |
| Enpro Industries Inc | 0.0 | |
| Newmark Group Inc | 0.0 | |
| Keysight Technologies Inc | 0.0 | |
| Silicon Laboratories Inc | 0.0 | |
| Gates Industrial Corp PLC | 0.0 | |
| Lumentum Holdings Inc | 0.0 | |
| Columbia Banking System Inc | 0.0 | |
| Performance Food Group Co | 0.0 | |
| Wintrust Financial Corp | 0.0 | |
| Idacorp Inc | 0.0 | |
| Valmont Industries Inc | 0.0 | |
| Valley National Bancorp | 0.0 | |
| Prestige Brands Holdings Inc | 0.0 | |
| First Horizon National Corp | 0.0 | |
| Installed Building Products Inc | 0.0 | |
| CACI International Inc /DE/ | 0.0 | |
| Huron Consulting Group Inc | 0.0 | |
| First Interstate Bancsystem Inc | 0.0 | |
| Valvoline Inc | 0.0 | |
| Axalta Coating Systems Ltd | 0.0 | |
| National Bank Holdings Corp | 0.0 | |
| ITT Corp | 0.0 | Prev | Page 1 | Next |
| 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 | 1.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 3 | 0.3 |
| (h) Charitable organizations | 4 | 0.2 |
| (i) State or municipal government entities | 5 | 0.2 |
| (j) Other investment advisers | 2,661 | 0.7 |
| (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 | 54 | 2.9 |
| By Discretionary | ||
| Discretionary | 39 | 2.0 |
| Non-Discretionary | 15 | 0.9 |
| Total | 54 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 54 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001508033] | |
| D | [0001603872] | |
| 13F-HR | [0001923173] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Strategic Capital Allocation Group LLC
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