Investment adviser · CRD 312557

LEEWARD INVESTMENTS

Investment adviser filing (IA)

LEEWARD INVESTMENTS, LLC

BOSTON, MA, United States · Form ADV filed Mar 10, 2026

Regulatory AUM: $2.87B
Client accounts: 54
Employees: 14
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	8	$1,101,831,022	38.4%
Other investment advisers	2,661	$715,569,968	24.9%
Retirement plans	3	$337,709,288	11.8%
Insurance companies	6	$209,233,176	7.3%
Government entities	5	$162,307,561	5.7%
Charities	4	$152,419,976	5.3%
High-net-worth individuals	11	$85,115,089	3.0%
Pooled investment vehicles	1	$60,528,488	2.1%
Corporations & businesses	1	$45,144,076	1.6%

Filing source

Form ADV 2055565 · Mar 10, 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

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 10, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

10 WINTHROP SQUARE, SUITE 500
BOSTON, MA, 02110, United States

CRD 312557

Filing source

Form ADV 2055565 · Mar 10, 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.