HOWLAND CAPITAL MANAGEMENT LLC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

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, 02/09/1972
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

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser HALSEYPOINT ASSET MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund3.1b Total Private Fund GAV3.1b AUM3.1b #Funds7
Adviser OBERWEIS ASSET MANAGEMENT INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund36.8m Total Private Fund GAV36.8m AUM3.0b #Funds1
Adviser PINE RIDGE ADVISERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund35.8m Total Private Fund GAV35.8m AUM3.5b #Funds1
Adviser MCINROY & WOOD LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.8b #Funds-
Adviser HS MANAGEMENT PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund25.3m Total Private Fund GAV25.3m AUM2.4b #Funds1
Adviser IPG INVESTMENT ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund210.9m Total Private Fund GAV210.9m AUM3.5b #Funds5
Adviser EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.0b Total Private Fund GAV2.0b AUM2.9b #Funds6
Adviser GENTRUST Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund813.8k Total Private Fund GAV813.8k AUM4.1b #Funds1
Adviser CANTOR FITZGERALD INVESTMENT ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund19.6m Total Private Fund GAV19.6m AUM1.6b #Funds1
Adviser SOUND SHORE MANAGEMENT INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund25.2m Total Private Fund GAV25.2m AUM3.0b #Funds1

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922042775 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$161,126,910 % Position7.00% $ Change9.00% # Change2.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$131,926,108 % Position6.00% $ Change-6.00% # Change-2.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$93,816,544 % Position4.00% $ Change-9.00% # Change0.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$96,271,173 % Position4.00% $ Change15.00% # Change4.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$89,317,596 % Position4.00% $ Change17.00% # Change4.00%
Stck Ticker942622200 Stock NameWATSCO INC $ Position$59,151,030 % Position3.00% $ Change2.00% # Change-4.00%
Stck Ticker92826C839 Stock NameVISA INC $ Position$51,016,423 % Position2.00% $ Change5.00% # Change0.00%
Stck Ticker883556102 Stock NameTHERMO FISHER SCIENTIFIC INC $ Position$48,075,960 % Position2.00% $ Change12.00% # Change0.00%
Stck Ticker872540109 Stock NameTJX COS INC NEW $ Position$56,445,177 % Position2.00% $ Change5.00% # Change-2.00%
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.