RIA Intel›Advisers›Massachusetts›WINDWARD INVESTMENT MANAGEMENT INC

WINDWARD INVESTMENT MANAGEMENT INC

Advisory

BOSTON, MA

Data as of May 25, 2010 · Source: SEC Form ADV

Total AUM

$3.5B

1-Year AUM Growth

+42.1%

3-Year CAGR

+44.9%

Employees

0

Assets Under Management

Total AUM$3.5B

Discretionary AUM$3.4B

Non-Discretionary AUM$44M

Discretionary %98.7%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record54

First FilingMar 29, 2001

Latest FilingMay 25, 2010

🔒 Full AUM trend chart and 54 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WINDWARD INVESTMENT MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.