The LEEWARD INVESTMENTS is a privately held investment adviser that advises $2.87Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LEEWARD INVESTMENTS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 16.16% over the last 4-years.
The Group has been registered with the SEC for 4.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 10 WINTHROP SQUARE SUITE 500, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 5 investment and 9 non-investment staff. The total number of Employees increased by 16.67% over the last 4-years.
Their $2.87Bn in assets advised are owned by 1 private fund, 8 public funds and BDCs and 2,680 other accounts. Assets of Investment Companies (IC) clients own $1.1Bn or 38.39% of Total Assets and Other Investment Advisers own $715.57mn or 24.93% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 9 types of clients, top clients are Investment Companies (IC) and Other Investment Advisers.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
LEEWARD INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.