LEEWARD INVESTMENTS, LLC
Legal name: LEEWARD INVESTMENTS
CRD #312557 SEC #801-122220 BOSTON, MA 617-468-6700
SEC Registered
Total AUM
$2.8B
Discretionary
$2.1B
Employees
14
Clients
--
Accounts
56
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.8B | $2.1B | $695.5M | 14 | 0 |
| Mar 2024 | $2.8B | $2.2B | $652M | 14 | 0 |
| Mar 2023 | $2.9B | $2.3B | $615.6M | 13 | 0 |
| Mar 2022 | $3.4B | $2.7B | $722.7M | 12 | 0 |
| Mar 2022 | $3.4B | $2.7B | $722.7M | 12 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$695.5M
Employees14
Clients0
DateMar 2024
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$652M
Employees14
Clients0
DateMar 2023
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$615.6M
Employees13
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$722.7M
Employees12
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$722.7M
Employees12
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0