HOWLAND CAPITAL MANAGEMENT LLC
CRD #104726 SEC #801-8390 BOSTON, MA 617-357-9110
SEC Registered Private Funds
Total AUM
$3.3B
Discretionary
$3.3B
Employees
33
Clients
--
Accounts
1,869
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
- LEI
- 549300A84BVM47D82Z74
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADLER, RICHARD, HOWARD | I | DIRECTOR | NA | Control |
| BACIGALUPO, MARTHA, BONNEVILLE | I | VICE PRESIDENT | NA | |
| BACIGALUPO, MARTHA, BONNEVILLE | I | VICE PRESIDENT | NA | |
| BACIGALUPO, MARTHA, BONNEVILLE | I | VICE PRESIDENT | NA | |
| BACIGALUPO, MARTHA, BONNEVILLE | I | VICE PRESIDENT | NA | |
| BEATTY, CAROLYN, M | I | CONTROLLER | NA | |
| BEATTY, CAROLYN, M | I | CONTROLLER | NA | |
| BEATTY, CAROLYN, M | I | CONTROLLER | NA | |
| BEATTY, CAROLYN, M | I | CONTROLLER | NA | |
| BEATTY, CAROLYN, M | I | DIRECTOR | NA | Control |
| DIXON, PETER, H. | I | CIO, VICE PRESIDENT | NA | |
| DIXON, PETER, H. | I | CIO, VICE PRESIDENT | NA | |
| DIXON, PETER, H. | I | CIO, VICE PRESIDENT | NA | |
| DIXON, PETER, H. | I | CIO, VICE PRESIDENT | NA | |
| DIXON, PETER, H. | I | CIO, VICE PRESIDENT | NA | |
| DIXON, PETER, H. | I | CIO, VICE PRESIDENT | NA | |
| Dixon, Peter, H | I | CIO | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, TREASURER AND CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, TREASURER AND CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, TREASURER AND CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASSISTANT TREASURER | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| FLYNN, JOSEPH, MICHAEL | I | VICE PRESIDENT, ASST TREASURER AND ASST CLERK | NA | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | NA | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | NA | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | NA | |
| HOWLAND, WESTON | I | CHAIRMAN, DIRECTOR | NA | |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY | NA | Control |
| HOWLAND, WESTON | I | CHAIRMAN, DIRECTOR | NA | |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY | NA | Control |
| HOWLAND, WESTON | I | CHAIRMAN, DIRECTOR | NA | |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY | NA | Control |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY, CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWLAND, WESTON | I | MEMBER, CEO | NA | Control |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | NA | |
| JACKSON, FRANCIS, GARDNER | I | MEMBER | NA | |
| JACKSON, FRANCIS, GARDNER | I | MEMBER | NA | |
| JACKSON, FRANCIS, GARDNER | I | MEMBER | NA | |
| KILLORY, E., PATRICIA | I | VICE PRESIDENT | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, ASSISTANT TREASURER & ASSISTANT CLERK | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, ASSISTANT TREASURER & ASSISTANT CLERK | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, ASSISTANT TREASURER & ASSISTANT CLERK | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| LYON, RICHARD, ADDISON MITCHELL | I | VICE PRESIDENT, TREASURER & CLERK, CFO | NA | |
| MACRITCHIE, DANIELLA, ANN | I | MEMBER, COO | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT | NA | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT | NA | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT | NA | |
| TUBMAN, HOWARD, ALAN | I | VICE PRESIDENT, DIRECTOR | NA | |
| TUBMAN, HOWARD, ALAN | I | VICE PRESIDENT, DIRECTOR | NA | |
| TUBMAN, HOWARD, ALAN | I | VICE PRESIDENT, DIRECTOR | NA | |
| TULLY, CAROL | I | DIRECTOR | NA | Control |
| HOWLAND FINANCIAL GROUP | DE | HOLDING COMPANY | E | |
| HOWLAND FINANCIAL GROUP | DE | HOLDING COMPANY | E | |
| HOWLAND FINANCIAL GROUP | DE | HOLDING COMPANY | E | |
| HOWLAND FINANCIAL GROUP | DE | HOLDING COMPANY | E | |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | E | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | E | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | E | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | E | Control |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY, CHIEF COMPLIANCE OFFICER | E | Control |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY, CHIEF COMPLIANCE OFFICER | E | Control |
| HOWLAND, WESTON | I | PRESIDENT | E | Control |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY, CHIEF COMPLIANCE OFFICER | E | Control |
| HOWLAND, WESTON | I | PRESIDENT | E | Control |
| HOWLAND, WESTON | I | PRESIDENT | E | Control |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY, CHIEF COMPLIANCE OFFICER | E | Control |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY, CHIEF COMPLIANCE OFFICER | E | Control |
| HOWLAND, WESTON | I | PRESIDENT, DIRECTOR, TREASURER, SECRETARY, CHIEF COMPLIANCE OFFICER | E | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND III, WESTON | I | CHAIRMAN, CEO | C | Control |
| HOWLAND, WESTON | I | MEMBER, CEO | C | Control |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | B | |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | B | |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | B | |
| CLAPP III, CHARLES, ELMER | I | PRESIDENT | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | VICE PRESIDENT, DIRECTOR | B | |
| CLAPP, CHARLES, ELMER | I | MEMBER | B | |
| CLAPP, CHARLES, ELMER | I | MEMBER | B | Control |
| CLAPP, CHARLES, ELMER | I | MEMBER, PRESIDENT, DIRECTOR | B | Control |
| DIXON, PETER, H. | I | MEMBER, CIO | B | Control |
| DIXON, PETER, H. | I | MEMBER, CIO | B | Control |
| GIBBS, TRACY, ALEXANDRA | I | MEMBER | B | |
| GIBBS, TRACY, ALEXANDRA | I | MEMBER, DIRECTOR | B | |
| HOWLAND CAPITAL MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| HOWLAND CAPITAL MANAGEMENT, INC. | DE | SHAREHOLDER | B | |
| HOWLAND, WESTON | I | MEMBER, CEO, DIRECTOR | B | Control |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | B | |
| CROCKER, NICHOLAS, BEGELOW | I | VICE PRESIDENT | A | |
| CROCKER, NICHOLAS, BEGELOW | I | VICE PRESIDENT | A | |
| CROCKER, NICHOLAS, BEGELOW | I | MEMBER | A | |
| CROCKER, NICHOLAS, BEGELOW | I | MEMBER | A | |
| CROCKER, NICHOLAS, BEGELOW | I | MEMBER | A | |
| DIXON, PETER, H. | I | MEMBER, CIO | A | |
| DUPEE, ANDREW, WILLIAM | I | VICE PRESIDENT | A | |
| DUPEE, ANDREW, WILLIAM | I | VICE PRESIDENT | A | |
| DUPEE, ANDREW, WILLIAM | I | VICE PRESIDENT | A | |
| DUPEE, ANDREW, WILLIAM | I | VICE PRESIDENT | A | |
| DUPEE, ANDREW, WILLIAM | I | VICE PRESIDENT | A | |
| DUPEE, ANDREW, WILLIAM | I | VICE PRESIDENT | A | |
| DUPEE, ANDREW, WILLIAM | I | VICE PRESIDENT | A | |
| DUPEE, ANDREW, WILLIAM | I | MEMBER | A | |
| DUPEE, ANDREW, WILLIAM | I | MEMBER | A | |
| DUPEE, ANDREW, WILLIAM | I | MEMBER | A | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | A | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | A | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | A | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | A | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | A | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | A | |
| GIBBS, TRACY, ALEXANDRA | I | VICE PRESIDENT | A | |
| GIBBS, TRACY, ALEXANDRA | I | MEMBER | A | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | A | |
| JACKSON, FRANCIS, GARDNER | I | VICE PRESIDENT | A | |
| MACRITCHIE, DANIELLA, ANN | I | MEMBER, COO | A | Control |
| MACRITCHIE, DANIELLA, ANN | I | MEMBER, COO | A | Control |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | A | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | A | |
| QUIGLEY, MAUREEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | A | |
| QUIGLEY, MAUREEN, ELIZABETH | I | MEMBER, CCO | A | |
| QUIGLEY, MAUREEN, ELIZABETH | I | MEMBER, CCO | A | Control |
| QUIGLEY, MAUREEN, ELIZABETH | I | MEMBER, CCO | A | Control |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT | A | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT | A | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT | A | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT | A | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT | A | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | A | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | A | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | A | |
| QUIRK, THOMAS, VINCENT | I | VICE PRESIDENT, CIO | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HOWLAND, WESTON | I | HOWLAND FINANCIAL GROUP, INC. | E | Control |
| HOWLAND, WESTON | I | HOWLAND FINANCIAL GROUP, INC. | E | Control |
| HOWLAND, WESTON | I | HOWLAND FINANCIAL GROUP, INC. | E | Control |
| HOWLAND, WESTON | I | HOWLAND FINANCIAL GROUP, INC. | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (31)
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Address
75 FEDERAL ST, STE 1100BOSTON, MA 02110-1911
United States
Phone: 617-357-9110