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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) |
|---|
| CIK | Period |
|---|---|
| 0001603872 0001923173 0001508033 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lumentum Holdings Inc | 0.0 | ||
| Healthsouth Corp | 0.0 | ||
| First Horizon National Corp | 0.0 | ||
| Clean Harbors Inc | 0.0 | ||
| Pinnacle Financial Partners Inc | 0.0 | ||
| Agree Realty Corp | 0.0 | ||
| Wintrust Financial Corp | 0.0 | ||
| Regal Beloit Corp | 0.0 | ||
| Silver Run Acquisition Corp | 0.0 | ||
| Gates Industrial Corp PLC | 0.0 | ||
| Starwood Property Trust Inc | 0.0 | ||
| Prestige Brands Holdings Inc | 0.0 | ||
| Huron Consulting Group Inc | 0.0 | ||
| Newmark Group Inc | 0.0 | ||
| Enpro Industries Inc | 0.0 | ||
| Columbia Banking System Inc | 0.0 | ||
| Valvoline Inc | 0.0 | ||
| CORN Products International Inc | 0.0 | ||
| Old National Bancorp /IN/ | 0.0 | ||
| CACI International Inc /DE/ | 0.0 | ||
| Idacorp Inc | 0.0 | ||
| Valmont Industries Inc | 0.0 | ||
| First Interstate Bancsystem Inc | 0.0 | ||
| Associated Banc-Corp | 0.0 | ||
| ING US Inc | 0.0 | ||
| Keysight Technologies Inc | 0.0 | ||
| Standex International Corp/De/ | 0.0 | ||
| Independent Bank Corp | 0.0 | ||
| ITT Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valley Forge Investment Consultants Inc
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|
PA | 2.8 |
|
Globalt Investments LLC
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|
GA | 2.8 |
|
Chesley Taft & Associates LLC
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|
IL | 2.8 |
|
Efficient Advisors LLC
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|
2.8 | |
|
The Renaissance Group LLC
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|
KY | 2.8 |
|
Vernal Point Advisors LLC
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|
CA | 2.7 |
|
Vista Capital Partners Inc
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|
OR | 2.7 |
|
Aristotle Capital Boston LLC
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|
MA | 2.7 |
|
Nutter Investment Advisors Limited Partnership
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|
MA | 2.7 |
|
Sagewood Asset Management LP
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|
NY | 2.7 |