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LEEWARD INVESTMENTS
Legal name: LEEWARD INVESTMENTS, LLC
CRD 312557File 801-122220
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.87B
Top 25% of cohort (national)
Discretionary AUM
$2.01B
Non-discretionary $862.8M
Clients
2,700
54 accounts
Employees
14
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 8, 2021
- Principal office
- 10 WINTHROP SQUARE, SUITE 500, BOSTON, MA, 02110
- Phone
- 617-468-6700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.87B
- Discretionary AUM
- $2.01B
- Non-discretionary AUM
- $862.8M
- Discretionary accounts
- 39
- Non-discretionary accounts
- 15
- Total accounts
- 54
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $45.1M |
| Insurance companies | 6 | $209.2M |
| Investment companies | 8 | $1.10B |
| Charitable organizations | 4 | $152.4M |
| Other investment advisers | 2,661 | $715.6M |
| High net worth individuals | 11 | $85.1M |
| Pooled investment vehicles | 1 | $60.5M |
| Pension and profit sharing plans | 3 | $337.7M |
| State or municipal government entities | 5 | $162.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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.