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HOWLAND CAPITAL MANAGEMENT LLC

Business and Investment Profile

The HOWLAND CAPITAL MANAGEMENT LLC is a privately held investment adviser that advises $3.78Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HOWLAND CAPITAL MANAGEMENT LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 46.03% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 54.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 75 FEDERAL ST, STE 1100, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 35 employees comprised of 11 investment and 24 non-investment staff. The total number of Employees increased by 29.63% over the last 5-years.

Asset Profile

Their $3.78Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 40 other accounts. Assets of High Net Worth Individuals clients own $1.92Bn or 50.77% of Total Assets and Individuals own $1.35Bn or 35.72% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 6 private funds with $36.11mn in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

HOWLAND CAPITAL MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: HOWLAND CAPITAL MANAGEMENT LLC

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Keywords: Howland Capital Management, Howland
Generated 2026-09-12T06:48:29.255982.  © 2026 Convergence.