Leeward Investments, LLC
● SEC registered since 2021CRD 312557SEC# 801-122220Boston, MA
Reg. AUM
$2.87B
Employees
14
Accounts
54
Location
Boston, MA
Leeward Investments, LLC assets under management
Leeward Investments, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2021. It reports $2.9 billion in regulatory assets under management and employs 14 people.
Leeward Investments, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colleen Ashe Pink Control | Chief Financial Officer, Member | Under 5% | 2022 |
| Jay C. Willadsen Control | Manager, Member, Portfolio Manager | 10-25% | 2022 |
| Patricia Ann Thompson Control | Chief Compliance Officer, Member | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Leeward Investments, LLC manage?
Leeward Investments, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Leeward Investments, LLC have?
Leeward Investments, LLC reports 14 employees.
Where is Leeward Investments, LLC located?
Leeward Investments, LLC is based in Boston, MA and has been SEC-registered since 2021.
Does Leeward Investments, LLC disclose fund performance?
Leeward Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Winthrop Square, Suite 500, Boston, MA 02110 |
| Phone | 617-468-6700 |
| Fax | 617-468-6701 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1923173 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.87B▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$2.87Bregulatory AUM
Discretionary $2.01BNon-discretionary $862.8M