Overview
Assets Under Management: $2.9 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 11
Average Client Assets: $7.7 million
Frequently Asked Questions
LEEWARD INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312557), LEEWARD INVESTMENTS is subject to fiduciary duty under federal law.
LEEWARD INVESTMENTS is headquartered in BOSTON, MA.
LEEWARD INVESTMENTS serves 11 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, LEEWARD INVESTMENTS offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
LEEWARD INVESTMENTS manages $2.9 billion in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, LEEWARD INVESTMENTS serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.97%
Average Client Assets: $7.7 million
Total Client Accounts: 54
Discretionary Accounts: 39
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 312557
Filing ID: 2055565
Last Filing Date: 2026-03-10 14:40:05