Leeward Investments
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 312557
- Registered since
- September 8, 2021
- Website
- www.lmcg.com
- Custodians
- THE BANK OF NEW YORK MELLON, NORTHERN
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies38.39%
- Other Investment Advisers24.93%
- Pension & Profit Sharing Plans11.77%
- Insurance Companies7.29%
- State / Municipal Government5.66%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Leeward Investments LLC is an institutional registered investment adviser that provides discretionary portfolio management across individual, family and institutional client types. The firm is SEC-registered (registration year 2021) and is organized as a limited liability company owned by an individual. Its business model charges clients a percentage-of-assets fee and emphasizes portfolio management for individuals/small businesses, investment companies, pooled investment vehicles and other businesses or institutions. Leeward identifies as an active ESG investor and sources alternative strategies through external managers rather than acting as an internal capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
R. Vingers
President, CEOCRD 2556035
Patricia Thompson
Chief Compliance OfficerCRD 4726937
Paul Fiore
Chief Operating OfficerCRD 1777442
Contacts
3 of 4
Jay Willadsen
PrincipalCRD 6655152
Timothy Murphy
Investment AnalystCRD 4633570
Timothy Buckley
Investment AnalystCRD 6122579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$16.4M in ETFs
100%
$16.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 VALUE ETF (IWN) | BlackRock | Passive | Small Value | $12.9M | 58,194 | 78.36% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 10 Winthrop Sq
- Time zone
- ET (UTC-5)
- Office locations
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