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HOWLAND CAPITAL MANAGEMENT LLC
CRD 104726File 801-8390
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.74B
Top 25% of cohort (national)
Discretionary AUM
$3.74B
Clients
1,310
2,010 accounts
Employees
35
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 9, 1972
- Principal office
- 75 FEDERAL ST, STE 1100, BOSTON, MA, 02110-1911
- Phone
- 617-357-9110
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.74B
- Discretionary AUM
- $3.74B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,010
- Non-discretionary accounts
- 0
- Total accounts
- 2,010
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $73.9M |
| Charitable organizations | 27 | $375.3M |
| High net worth individuals | 145 | $1.92B |
| Pension and profit sharing plans | 5 | $24.8M |
| Individuals (other than high net worth individuals) | 1,125 | $1.35B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PRIVATE FUND ADMINISTRATION FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.