Investment adviser · CRD 104726
HOWLAND CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $3.74B Form ADV · Item 5.F
- Client accounts
- 2,010 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 145 | $1,916,987,721 | 51.3% |
| Individuals | 1,125 | $1,348,920,126 | 36.1% |
| Charities | 27 | $375,333,389 | 10.0% |
| Corporations & businesses | 8 | $73,916,772 | 2.0% |
| Retirement plans | 5 | $24,831,257 | 0.7% |
Filing source
Form ADV 2088182 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HCM VENTURE FUND IXOther Private Fund · Last reported Mar 31, 2026$12.6MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6990391595
- Reported beneficial owners
- 29
- Minimum commitment
- $50K
Form ADV 2088182 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCM VENTURE FUND VIII, LLCOther Private Fund · Last reported Mar 31, 2026$11.2MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-5110767119
- Reported beneficial owners
- 34
- Minimum commitment
- $50K
Form ADV 2088182 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCM VENTURE FUND VII, LLCOther Private Fund · Last reported Mar 31, 2026$8.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1376551163
- Reported beneficial owners
- 36
- Minimum commitment
- $50K
Form ADV 2088182 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCM VENTURE FUND VI, LLCOther Private Fund · Last reported Mar 31, 2026$2.31MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-5275678767
- Reported beneficial owners
- 36
- Minimum commitment
- $50K
Form ADV 2088182 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCM VENTURE FUND V, LLCOther Private Fund · Last reported Mar 31, 2026$664KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9840571272
- Reported beneficial owners
- 21
- Minimum commitment
- $50K
Form ADV 2088182 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCM VENTURE FUND IV, LLCOther Private Fund · Last reported Mar 31, 2026$465KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9872284546
- Reported beneficial owners
- 26
- Minimum commitment
- $50K
Form ADV 2088182 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCM VENTURE FUND, LLCOther Private Fund · Last reported Sep 12, 2019$58.6KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2428078577
- Reported beneficial owners
- 43
- Minimum commitment
- $15K
Form ADV 1340780 · Sep 12, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
75 FEDERAL ST, STE 1100BOSTON, MA, 02110-1911, United States
CRD 104726
Filing source
Form ADV 2088182 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.