WINDHAVEN INVESTMENT MANAGEMENT, INC.
CRD #155138 SEC #801-71836 BOSTON, MA (617) 960-5300
SEC Registered
Total AUM
$8.1B
Discretionary
$8.1B
Employees
51
Clients
--
Accounts
25,350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $8.1B | $8.1B | $0 | 51 | 25,350 |
| Jul 2017 | $9B | $9B | $0 | 51 | 29,400 |
| Mar 2017 | $9B | $9B | $0 | 51 | 29,400 |
| Jul 2016 | $11.9B | $11.9B | $0 | 55 | 39,000 |
| Jun 2016 | $11.9B | $11.9B | $0 | 55 | 39,000 |
| Mar 2016 | $11.9B | $11.9B | $0 | 55 | 39,000 |
| Mar 2015 | $16.2B | $16.2B | $0 | 57 | 48,500 |
| Jan 2015 | $18.7B | $18.7B | $0 | 59 | 50,300 |
| Jun 2014 | $18.7B | $18.7B | $0 | 59 | 50,300 |
| Apr 2014 | $18.7B | $18.7B | $0 | 59 | 50,300 |
| Mar 2014 | $18.7B | $18.7B | $0 | 59 | 50,300 |
| Apr 2013 | $13.7B | $13.7B | $0 | 60 | 43,731 |
| Feb 2013 | $8.6B | $8.6B | $0 | 51 | 23,400 |
| Jan 2013 | $8.6B | $8.6B | $0 | 51 | 23,400 |
| Aug 2012 | $8.6B | $8.6B | $0 | 11 | 23,400 |
| May 2012 | $8.6B | $8.6B | $0 | 11 | 23,400 |
| Apr 2012 | $8.6B | $8.6B | $0 | 11 | 23,400 |
| Apr 2012 | $8.6B | $8.6B | $0 | 11 | 23,400 |
| Mar 2012 | $8.6B | $8.6B | $0 | 11 | 23,400 |
| Nov 2011 | $4.7B | $4.7B | $0 | 11 | 2,500 |
| Mar 2011 | $4.7B | $4.7B | $0 | -- | -- |
| Dec 2010 | $4.7B | $4.5B | $118.5M | -- | -- |
| Nov 2010 | $4.7B | $4.5B | $118.5M | -- | -- |
DateFeb 2018
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees51
Clients25,350
DateJul 2017
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees51
Clients29,400
DateMar 2017
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees51
Clients29,400
DateJul 2016
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees55
Clients39,000
DateJun 2016
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees55
Clients39,000
DateMar 2016
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees55
Clients39,000
DateMar 2015
Total AUM$16.2B
Discretionary$16.2B
Non-Disc.$0
Employees57
Clients48,500
DateJan 2015
Total AUM$18.7B
Discretionary$18.7B
Non-Disc.$0
Employees59
Clients50,300
DateJun 2014
Total AUM$18.7B
Discretionary$18.7B
Non-Disc.$0
Employees59
Clients50,300
DateApr 2014
Total AUM$18.7B
Discretionary$18.7B
Non-Disc.$0
Employees59
Clients50,300
DateMar 2014
Total AUM$18.7B
Discretionary$18.7B
Non-Disc.$0
Employees59
Clients50,300
DateApr 2013
Total AUM$13.7B
Discretionary$13.7B
Non-Disc.$0
Employees60
Clients43,731
DateFeb 2013
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees51
Clients23,400
DateJan 2013
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees51
Clients23,400
DateAug 2012
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees11
Clients23,400
DateMay 2012
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees11
Clients23,400
DateApr 2012
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees11
Clients23,400
DateApr 2012
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees11
Clients23,400
DateMar 2012
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees11
Clients23,400
DateNov 2011
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees11
Clients2,500
DateMar 2011
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$118.5M
Employees--
Clients--
DateNov 2010
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$118.5M
Employees--
Clients--