Leeward Investments

Leeward Investments (CRD# 312557) is a financial advisory firm headquartered in Boston, MA. They manage $2,824,651,240 in 62 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
10 Winthrop Square, Suite 500, Boston, MA 02110
https://www.linkedin.com/company/leeward-investments-llc
By the Numbers
  • Total Assets Under Management
    2,825
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $45,558,891
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, MN, NY, OH, PA, TX

Financial Advisors at Leeward Investments
Showing 1 - 2 of 2 top financial advisors.
1
R. Vingers, financial advisor Boston MA
R. T. Vingers
CRD#: 2556035
201 Washington Street, 29th Floor, Boston, MA 02108

R. Vingers (CRD# 2556035) is an Investment Advisor Representative working at Leeward Investments in Boston, MA and has 1 year of experience in the finance industry.

2
Jay Willadsen, financial advisor Boston MA
Jay C. Willadsen
CRD#: 6655152
201 Washington Street, 29th Floor, Boston, MA 02108

Jay Willadsen (CRD# 6655152) is an Investment Advisor Representative working at Leeward Investments in Boston, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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