| Name | Title | Ownership | Since |
|---|---|---|---|
| Colleen Ashe Pink Control | Chief Financial Officer, Member | Under 5% | 2022 |
| Jay C. Willadsen Control | Manager, Member, Portfolio Manager | 10-25% | 2022 |
| Patricia Ann Thompson Control | Chief Compliance Officer, Member | Under 5% | 2022 |
Leeward Investments, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
Leeward Investments, LLC reports 14 employees.
Leeward Investments, LLC is based in Boston, MA and has been SEC-registered since 2021.
Leeward Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 Winthrop Square, Suite 500, Boston, MA 02110 |
| Phone | 617-468-6700 |
| Fax | 617-468-6701 |
| Office hours | 5-Sep |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1923173 |
| Discloses disciplinary history | No |
| Discretionary | $2.06B |
| Non-discretionary | $695.5M |
| Total (RAUM) | $2.75B |