HOWLAND CAPITAL MANAGEMENT LLC

other names
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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 32 3.23%
of those in investment advisory functions 10 11.11%
Registration SEC, Approved, 2/9/1972
AUM* 2,776,205,185 7.76%
of that, discretionary 2,776,205,185 7.76%
Private Fund GAV* 35,819,606 -7.05%
Avg Account Size 1,526,226 5.15%
% High Net Worth 8.62% -0.50%
SMA’s Yes
Private Funds 7 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 829M 414M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count7 GAV$35,819,606

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Top Holdings

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Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$54,135,651 % Position2.00% $ Change16.00% # Change2.00%

Brochure Summary

Overview

Firm Description Howland Capital Management LLC was founded as Blackstone Management Corporation in 1967. The name of the firm was changed to Howland Capital Management, Inc. in 1994. In 2012, the firm was restructured under the same ownership and management and is now Howland Capital Management LLC. Howland Capital Management LLC is owned by its partners (i.e. members), none of whom owns more than 25%. Howland Capital Management LLC (HCM) provides personalized, confidential investment management to various types of clients and invests in publicly and privately traded securities. HCM generally provides investment advice to:  Individuals and families  Revocable and irrevocable trusts  Retirement and pension accounts  Custodian accounts and education trusts  Foundations and charitable organizations  Endowments for non-profits  Estates Types of Advisory Services Howland Capital manages client accounts on a separate account basis. HCM’s advisory services vary depending on the needs, objectives, risk tolerance, time horizon and other preferences of the client. Services include:  Determination of financial objectives  Identification of financial obstacles
 Investment management  Financial planning  Estate planning  Private trustee services  Cash flow management  Tax planning  Tax advice and tax return preparation & filing  Insurance review  Education funding  Charitable planning  Environmental Social Governance (ESG) investing Once a prospective client signs an Investment Advisory Agreement and becomes a client, the account opening process begins. As part of the account opening process, the manager’s team develops an in-depth knowledge of the client’s financial situation, which is reflected in the Investment Policy Statement (IPS). As of December 31, 2023, HCM managed $2,776,205,185 on a discretionary basis. Tailored Relationships HCM tailors each client account or set of accounts to the goals and objectives of each client. These goals and objectives are documented in each client’s IPS. The IPS also drives the investment program, which takes into account a client’s tax situation, risk tolerance, time horizon, estate plan, security and asset preferences and restrictions, and other relevant items. As goals and objectives change over time, recommendations are made and implemented on an ongoing basis.