Investment adviser · CRD 155138

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Feb 15, 2018

Regulatory AUM
$8.09B
Form ADV · Item 5.F
Client accounts
25,350
Accounts, not individual clients
Employees
51
Reported in this filing
Advisory professionals
22
Investment advisory functions

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: Feb 15, 2018. View historical filings

Reported services

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

Compensation

Percentage of assets

Principal office

ONE INTERNATIONAL PLACE, 33RD FLOOR
BOSTON, MA, 02110, United States

CRD 155138

Filing source

Form ADV 1149072 · Feb 15, 2018 · 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.